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How to Cite Sources

Here is a complete list for how to cite sources. Most of these guides present citation guidance and examples in MLA, APA, and Chicago.

If you’re looking for general information on MLA or APA citations , the EasyBib Writing Center was designed for you! It has articles on what’s needed in an MLA in-text citation , how to format an APA paper, what an MLA annotated bibliography is, making an MLA works cited page, and much more!

MLA Format Citation Examples

The Modern Language Association created the MLA Style, currently in its 9th edition, to provide researchers with guidelines for writing and documenting scholarly borrowings.  Most often used in the humanities, MLA style (or MLA format ) has been adopted and used by numerous other disciplines, in multiple parts of the world.

MLA provides standard rules to follow so that most research papers are formatted in a similar manner. This makes it easier for readers to comprehend the information. The MLA in-text citation guidelines, MLA works cited standards, and MLA annotated bibliography instructions provide scholars with the information they need to properly cite sources in their research papers, articles, and assignments.

• Book Chapter
• Conference Paper
• Documentary
• Encyclopedia
• Google Images
• Kindle Book
• Memorial Inscription
• Museum Exhibit
• Painting or Artwork
• PowerPoint Presentation
• Sheet Music
• Thesis or Dissertation
• YouTube Video

APA Format Citation Examples

The American Psychological Association created the APA citation style in 1929 as a way to help psychologists, anthropologists, and even business managers establish one common way to cite sources and present content.

APA is used when citing sources for academic articles such as journals, and is intended to help readers better comprehend content, and to avoid language bias wherever possible. The APA style (or APA format ) is now in its 7th edition, and provides citation style guides for virtually any type of resource.

Chicago Style Citation Examples

The Chicago/Turabian style of citing sources is generally used when citing sources for humanities papers, and is best known for its requirement that writers place bibliographic citations at the bottom of a page (in Chicago-format footnotes ) or at the end of a paper (endnotes).

The Turabian and Chicago citation styles are almost identical, but the Turabian style is geared towards student published papers such as theses and dissertations, while the Chicago style provides guidelines for all types of publications. This is why you’ll commonly see Chicago style and Turabian style presented together. The Chicago Manual of Style is currently in its 17th edition, and Turabian’s A Manual for Writers of Research Papers, Theses, and Dissertations is in its 8th edition.

Citing Specific Sources or Events

• Declaration of Independence
• Gettysburg Address
• Martin Luther King Jr. Speech
• President Obama’s Farewell Address
• President Trump’s Inauguration Speech
• White House Press Briefing

Additional FAQs

• Citing Archived Contributors
• Citing a Blog
• Citing a Book Chapter
• Citing a Source in a Foreign Language
• Citing an Image
• Citing a Song
• Citing Special Contributors
• Citing a Translated Article
• Citing a Tweet

6 Interesting Citation Facts

The world of citations may seem cut and dry, but there’s more to them than just specific capitalization rules, MLA in-text citations , and other formatting specifications. Citations have been helping researches document their sources for hundreds of years, and are a great way to learn more about a particular subject area.

Ever wonder what sets all the different styles apart, or how they came to be in the first place? Read on for some interesting facts about citations!

1. There are Over 7,000 Different Citation Styles

You may be familiar with MLA and APA citation styles, but there are actually thousands of citation styles used for all different academic disciplines all across the world. Deciding which one to use can be difficult, so be sure to ask you instructor which one you should be using for your next paper.

2. Some Citation Styles are Named After People

While a majority of citation styles are named for the specific organizations that publish them (i.e. APA is published by the American Psychological Association, and MLA format is named for the Modern Language Association), some are actually named after individuals. The most well-known example of this is perhaps Turabian style, named for Kate L. Turabian, an American educator and writer. She developed this style as a condensed version of the Chicago Manual of Style in order to present a more concise set of rules to students.

3. There are Some Really Specific and Uniquely Named Citation Styles

How specific can citation styles get? The answer is very. For example, the “Flavour and Fragrance Journal” style is based on a bimonthly, peer-reviewed scientific journal published since 1985 by John Wiley & Sons. It publishes original research articles, reviews and special reports on all aspects of flavor and fragrance. Another example is “Nordic Pulp and Paper Research,” a style used by an international scientific magazine covering science and technology for the areas of wood or bio-mass constituents.

4. More citations were created on  EasyBib.com  in the first quarter of 2018 than there are people in California.

The US Census Bureau estimates that approximately 39.5 million people live in the state of California. Meanwhile, about 43 million citations were made on EasyBib from January to March of 2018. That’s a lot of citations.

5. “Citations” is a Word With a Long History

The word “citations” can be traced back literally thousands of years to the Latin word “citare” meaning “to summon, urge, call; put in sudden motion, call forward; rouse, excite.” The word then took on its more modern meaning and relevance to writing papers in the 1600s, where it became known as the “act of citing or quoting a passage from a book, etc.”

6. Citation Styles are Always Changing

The concept of citations always stays the same. It is a means of preventing plagiarism and demonstrating where you relied on outside sources. The specific style rules, however, can and do change regularly. For example, in 2018 alone, 46 new citation styles were introduced , and 106 updates were made to exiting styles. At EasyBib, we are always on the lookout for ways to improve our styles and opportunities to add new ones to our list.

Why Citations Matter

Here are the ways accurate citations can help your students achieve academic success, and how you can answer the dreaded question, “why should I cite my sources?”

They Give Credit to the Right People

Citing their sources makes sure that the reader can differentiate the student’s original thoughts from those of other researchers. Not only does this make sure that the sources they use receive proper credit for their work, it ensures that the student receives deserved recognition for their unique contributions to the topic. Whether the student is citing in MLA format , APA format , or any other style, citations serve as a natural way to place a student’s work in the broader context of the subject area, and serve as an easy way to gauge their commitment to the project.

They Provide Hard Evidence of Ideas

Having many citations from a wide variety of sources related to their idea means that the student is working on a well-researched and respected subject. Citing sources that back up their claim creates room for fact-checking and further research . And, if they can cite a few sources that have the converse opinion or idea, and then demonstrate to the reader why they believe that that viewpoint is wrong by again citing credible sources, the student is well on their way to winning over the reader and cementing their point of view.

They Promote Originality and Prevent Plagiarism

The point of research projects is not to regurgitate information that can already be found elsewhere. We have Google for that! What the student’s project should aim to do is promote an original idea or a spin on an existing idea, and use reliable sources to promote that idea. Copying or directly referencing a source without proper citation can lead to not only a poor grade, but accusations of academic dishonesty. By citing their sources regularly and accurately, students can easily avoid the trap of plagiarism , and promote further research on their topic.

They Create Better Researchers

By researching sources to back up and promote their ideas, students are becoming better researchers without even knowing it! Each time a new source is read or researched, the student is becoming more engaged with the project and is developing a deeper understanding of the subject area. Proper citations demonstrate a breadth of the student’s reading and dedication to the project itself. By creating citations, students are compelled to make connections between their sources and discern research patterns. Each time they complete this process, they are helping themselves become better researchers and writers overall.

When is the Right Time to Start Making Citations?

Make in-text/parenthetical citations as you need them.

As you are writing your paper, be sure to include references within the text that correspond with references in a works cited or bibliography. These are usually called in-text citations or parenthetical citations in MLA and APA formats. The most effective time to complete these is directly after you have made your reference to another source. For instance, after writing the line from Charles Dickens’ A Tale of Two Cities : “It was the best of times, it was the worst of times…,” you would include a citation like this (depending on your chosen citation style):

(Dickens 11).

This signals to the reader that you have referenced an outside source. What’s great about this system is that the in-text citations serve as a natural list for all of the citations you have made in your paper, which will make completing the works cited page a whole lot easier. After you are done writing, all that will be left for you to do is scan your paper for these references, and then build a works cited page that includes a citation for each one.

Need help creating an MLA works cited page ? Try the MLA format generator on EasyBib.com! We also have a guide on how to format an APA reference page .

2. Understand the General Formatting Rules of Your Citation Style Before You Start Writing

While reading up on paper formatting may not sound exciting, being aware of how your paper should look early on in the paper writing process is super important. Citation styles can dictate more than just the appearance of the citations themselves, but rather can impact the layout of your paper as a whole, with specific guidelines concerning margin width, title treatment, and even font size and spacing. Knowing how to organize your paper before you start writing will ensure that you do not receive a low grade for something as trivial as forgetting a hanging indent.

Don’t know where to start? Here’s a formatting guide on APA format .

3. Double-check All of Your Outside Sources for Relevance and Trustworthiness First

Collecting outside sources that support your research and specific topic is a critical step in writing an effective paper. But before you run to the library and grab the first 20 books you can lay your hands on, keep in mind that selecting a source to include in your paper should not be taken lightly. Before you proceed with using it to backup your ideas, run a quick Internet search for it and see if other scholars in your field have written about it as well. Check to see if there are book reviews about it or peer accolades. If you spot something that seems off to you, you may want to consider leaving it out of your work. Doing this before your start making citations can save you a ton of time in the long run.

Finished with your paper? It may be time to run it through a grammar and plagiarism checker , like the one offered by EasyBib Plus. If you’re just looking to brush up on the basics, our grammar guides  are ready anytime you are.

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APA Citation Style

Citation examples.

• Paper Format
• Style and Grammar Guidelines
• Citation Management Tools
• What's New in the 7th Edition?
• APA Style References Guidelines from the American Psychological Association
• APA Style (OWL - Online Writing Lab, Purdue University)
• Common Reference Examples Handout
• Journal Article
• Magazine Article
• Newspaper Article
• Edited Book Chapter
• Dictionary Entry
• Government Report
• YouTube Video
• Facebook Post
• Webpage on a Website
• Supplemental Reference Examples
• Archival Documents and Collections

Parenthetical citations:  (Grady et al., 2019; Jerrentrup et al., 2018)

Narrative citations:  Grady et al. (2019) and Jerrentrup et al. (2018)

• If a journal article has a DOI, include the DOI in the reference.
• If the journal article does not have a DOI and is from an academic research database, end the reference after the page range (for an explanation of why, see the  database information  page). The reference in this case is the same as for a print journal article.
• Do not include database information in the reference unless the journal article comes from a database that publishes original, proprietary content, such as UpToDate (see an example on the  database information  page).
• If the journal article does not have a DOI but does have a URL that will resolve for readers (e.g., it is from an online journal that is not part of a database), include the URL of the article at the end of the reference.
• If the journal article has an article number instead of a page range, include the article number instead of the page range (as shown in the Jerrentrup et al. example).

Parenthetical citations:  (Rabinowitz, 2019; Sapolsky, 2017)

Narrative citations:  Rabinowitz (2019) and Sapolsky (2017)

• If the book includes a DOI, include the DOI in the reference after the publisher name.
• Do not include the publisher location.
• If the book does not have a DOI and comes from an academic research database, end the book reference after the publisher name. Do not include  database information  in the reference. The reference in this case is the same as for a print book.

Parenthetical citations:  (Schaefer & Shapiro, 2019; Schulman, 2019)

Narrative citations:  Schaefer and Shapiro (2019) and Schulman (2019)

• If a magazine article has a DOI, include the DOI in the reference.
• If the magazine article does not have a DOI and is from an academic research database, end the reference after the page range. Do not include  database information  in the reference. The reference in this case is the same as for a print magazine article.
• If the magazine article does not have a DOI but does have a URL that will resolve for readers (e.g., it is from an online magazine that is not part of a database), include the URL of the article at the end of the reference.
• If the magazine article does not have volume, issue, and/or page numbers (e.g., because it is from an online magazine), omit the missing elements from the reference (as in the Schulman example).

Parenthetical citation:  (Carey, 2019)

Narrative citation:  Carey (2019)

• If the newspaper article is from an academic research database, end the reference after the page range. Do not include  database information  in the reference. The reference in this case is the same as for a print newspaper article.
• If the newspaper article has a URL that will resolve for readers (e.g., it is from an online newspaper), include the URL of the article at the end of the reference.
• If the newspaper article does not have volume, issue, and/or page numbers (e.g., because it is from an online newspaper), omit the missing elements from the reference, as shown in the example.
• If the article is from a news website (e.g., CNN, HuffPost)—one that does not have an associated daily or weekly newspaper—use the format for a  webpage on a website  instead.

Parenthetical citation:  (Aron et al., 2019)

Narrative citation:  Aron et al. (2019)

• If the edited book chapter includes a DOI, include the chapter DOI in the reference after the publisher name.
• If the edited book chapter does not have a DOI and comes from an academic research database, end the edited book chapter reference after the publisher name. Do not include  database information  in the reference. The reference in this case is the same as for a print edited book chapter.
• Do not create references for chapters of authored books. Instead, write a reference for the whole book and cite the chapter in the text if desired (e.g., Kumar, 2017, Chapter 2).

Parenthetical citation:  (Merriam-Webster, n.d.)

Narrative citation:  Merriam-Webster (n.d.)

• Because entries in  Merriam-Webster’s Dictionary  are updated over time and are not archived, include a  retrieval date  in the reference.
• Merriam-Webster is both the author and the publisher, so the name appears in the author element only to avoid repetition.
• To quote a dictionary definition, view the pages on quotations and  how to quote works without page numbers  for guidance. Additionally, here is an example:  Culture  refers to the “customary beliefs, social forms, and material traits of a racial, religious, or social group” (Merriam-Webster, n.d., Definition 1a).

Parenthetical citation:  (National Cancer Institute, 2019)

Narrative citation:  National Cancer Institute (2019)

The specific agency responsible for the report appears as the author. The names of parent agencies not present in the  group author name  appear in the source element as the publisher. This creates concise in-text citations and complete reference list entries.

Parenthetical citation:  (Harvard University, 2019)

Narrative citation:  Harvard University (2019)

• Use the name of the account that uploaded the video as the author.
• If the account did not actually create the work, explain this in the text if it is important for readers to know. However, if that would mean citing a source that appears unauthoritative, you might also look for the author’s YouTube channel, official website, or other social media to see whether the same video is available elsewhere.

Parenthetical citations:  (APA Databases, 2019; Gates, 2019)

Narrative citations:  APA Databases (2019) and Gates (2019)

• Present the name of the individual or group author the same as you would for any other reference. Then provide the Twitter handle (beginning with the @ sign) in square brackets, followed by a period.
• Provide the first 20 words of the tweet as the title. Count a URL, a hashtag, or an emoji as one word each, and include them in the reference if they fall within the first 20 words.
• If the tweet includes an image, a video, a poll, or a thumbnail image with a link, indicate that in brackets after the title: [Image attached], [Video attached], [Thumbnail with link attached].
• The same format used for Twitter is also used for Instagram.  

Parenthetical citation:  (News From Science, 2019)

Narrative citation:  News From Science (2019)

• Provide the first 20 words of the Facebook post as the title. Count a URL or other link, a hashtag, or an emoji as one word each, and include them in the reference if they fall within the first 20 words. 
• If a status update includes images, videos, thumbnail links to outside sources, or content from another Facebook post (such as when sharing a link), indicate that in square brackets.

Parenthetical citations:  (Fagan, 2019; National Institute of Mental Health, 2018; Woodyatt, 2019; World Health Organization, 2018)

Narrative citations:  Fagan (2019), National Institute of Mental Health (2018), Woodyatt (2019), and World Health Organization (2018)

• Provide as specific a  date  as is available on the webpage. This might be a year only; a year and month; or a year, month, and day.
• Italicize the title of a webpage.
• When the author of the webpage and the publisher of the website are the same, omit the publisher name to avoid repetition (as in the World Health Organization example).
• When contents of a page are meant to be updated over time but are not archived, include a  retrieval date  in the reference (as in the Fagan example).
• Use the webpage on a website format for articles from news websites such as CNN and HuffPost (these sites do not have associated daily or weekly newspapers). Use the  newspaper article category  for articles from newspaper websites such as  The New York Times  or  The Washington Post .
• Create a reference to an open educational resources (OER) page only when the materials are available for download directly (i.e., the materials are on the page and/or can be downloaded as PDFs or other files). If you are directed to another website, create a reference to the specific webpage on that website where the materials can be retrieved. Use this format for material in any OER repository, such as OER Commons, OASIS, or MERLOT.
• Do not create a reference or in-text citation for a whole website. To mention a website in general, and not any particular information on that site, provide the name of the website in the text and include the URL in parentheses. For example, you might mention that you used a website to create a survey.

The following supplemental example references are mention in the  Publication Manual:

• retracted journal or magazine article
• edition of the Diagnostic and Statistical Manual of Mental Disorders (DSM)
• edition of the International Statistical Classification of Diseases and Related Health Problems (ICD)
• religious work
• annotated religious work

Archival document and collections are not presented in the  APA Publication Manual, Seventh Edition . This content is available only on the APA Style website .  This guidance has been expanded from the 6th edition.

Archival sources include letters, unpublished manuscripts, limited-circulation brochures and pamphlets, in-house institutional and corporate documents, clippings, and other documents, as well as such nontextual materials as photographs and apparatus, that are in the personal possession of an author, form part of an institutional collection, or are stored in an archive such as the Archives of the History of American Psychology at the University of Akron or the APA Archives. For any documents like these that are available on the open web or via a database (subscription or nonsubscription), follow the reference templates shown in Chapter 10 of the Publication Manual.

The general format for the reference for an archival work includes the author, date, title, and source. The reference examples shown on this page may be modified for collections requiring more or less specific information to locate materials, for different types of collections, or for additional descriptive information (e.g., a translation of a letter). Authors may choose to list correspondence from their own personal collections, but correspondence from other private collections should be listed only with the permission of the collector.

Keep in mind the following principles when creating references to archival documents and collections:

• As with any reference, the purpose is to direct readers to the source, despite the fact that only a single copy of the document may be available and readers may have some difficulty actually seeing a copy.
• Include as much information as is needed to help locate the item with reasonable ease within the repository. For items from collections with detailed finding aids, the name of the collection may be sufficient; for items from collections without finding aids, more information (e.g., call number, box number, file name or number) may be necessary to help locate the item.
• If several letters are cited from the same collection, list the collection as a reference and provide specific identifying information (author, recipient, and date) for each letter in the in-text citations (see Example 3).
• Use square brackets to indicate information that does not appear on the document.
• Use “ca.” (circa) to indicate an estimated date (see Example 5).
• Use italics for titles of archival documents and collections; if the work does not have a title, provide a description in square brackets without italics.
• Separate elements of the source (e.g., the name of a repository, library, university or archive, and the location of the university or archive) with commas. End the source with a period.
• If a publication of limited circulation is available in libraries, the reference may be formatted as usual for published material, without the archival source.
• Note that private letters (vs. those in an archive or repository) are considered personal communications and cited in the text only.

1. Letter from a repository

Frank, L. K. (1935, February 4). [Letter to Robert M. Ogden]. Rockefeller Archive Center (GEB Series 1.3, Box 371, Folder 3877), Tarrytown, NY, United States.

• Parenthetical citation: (Frank, 1935)
• Narrative citation: Frank (1935)
• Because the letter does not have a title, provide a description in square brackets.

2. Letter from a private collection

Zacharius, G. P. (1953, August 15). [Letter to William Rickel (W. Rickel, Trans.)]. Copy in possession of Hendrika Vande Kemp.

• Parenthetical citation: (Zacharius, 1953)
• Narrative citation: Zacharius (1953)
• In this example, Hendrika Vande Kemp is either the author of the paper or the author of the paper has received permission from Hendrika Vande Kemp to cite a letter in Vande Kemp’s private collection in this way. Otherwise, cite a private letter as a  personal communication .

3. Collection of letters from an archive

Allport, G. W. (1930–1967). Correspondence. Gordon W. Allport Papers (HUG 4118.10), Harvard University Archives, Cambridge, MA, United States.

• Parenthetical citation: (Allport, 1930–1967)
• Narrative citation: Allport (1930–1967)

To cite specific letters in the text, provide the author and range of years as shown in the reference list entry, plus details about who wrote the specific letter to whom and when the specific letter was written.

• Parenthetical citation: (Allport, 1930–1967, G. Boring to Allport, December 26, 1937)
• Narrative citation: Allport (1930–1967, Allport to G. Boring, March 1, 1939)
• Use the parenthetical citation format to cite a letter that E. G. Boring wrote to Allport because Allport is the author in the reference. Use either the parenthetical or narrative citation format to cite letters that Allport wrote.

4. Unpublished papers, lectures from an archive or personal collection

Berliner, A. (1959). Notes for a lecture on reminiscences of Wundt and Leipzig. Anna Berliner Memoirs (Box M50), Archives of the History of American Psychology, University of Akron, Akron, OH, United States.

• Parenthetical citation: (Berliner, 1959)
• Narrative citation: Berliner (1959)

5. Archival/historical source for which the author and/or date is known or is reasonably certain but not stated on the document

Allport, A. (presumed). (ca. 1937). Marion Taylor today—by the biographer [Unpublished manuscript]. Marion Taylor Papers, Schlesinger Library, Radcliffe College, Cambridge, MA, United States.

• Parenthetical citation: (Allport, ca. 1937)
• Narrative citation: Allport (ca. 1937)
• Because the author is reasonably certain but not stated on the document, place the word “presumed” in parentheses after the name, followed by a period.
• Because the date is reasonably certain but not stated on the document, the abbreviation “ca.” (which stands for “circa”) appears before the year in parentheses.

6. Archival source with group author

Subcommittee on Mental Hygiene Personnel in School Programs. (1949, November 5–6). Meeting of Subcommittee on Mental Hygiene Personnel in School Programs. David Shakow Papers (M1360), Archives of the History of American Psychology, University of Akron, Akron, OH, United States.

• Parenthetical citation: (Subcommittee on Mental Hygiene Personnel in School Programs, 1949)
• Narrative citation: Subcommittee on Mental Hygiene Personnel in School Programs (1949)

7. Interview recorded and available in an archive

Smith, M. B. (1989, August 12). Interview by C. A. Kiesler [Tape recording]. President’s Oral History Project, American Psychological Association, APA Archives, Washington, DC, United States.

• Parenthetical citation: (Smith, 1989)
• Narrative citation: Smith (1989)
• For interviews and oral histories recorded in an archive, list the interviewee as the author. Include the interviewer’s name in the description.

8. Transcription of a recorded interview, no recording available

Sparkman, C. F. (1973). An oral history with Dr. Colley F. Sparkman/Interviewer: Orley B. Caudill. Mississippi Oral History Program (Vol. 289), University of Southern Mississippi, Hattiesburg, MS, United States.

• Parenthetical citation: (Sparkman, 1973)
• Narrative citation: Sparkman (1973)

9. Newspaper article clipping, historical, in personal collection

Psychoanalysis institute to open. (1948, September 18). [Clipping from an unidentified Dayton, OH, United States, newspaper]. Copy in possession of author.

• Parenthetical citation: (“Psychoanalysis Institute to Open,” 1948)
• Narrative citation: “Psychoanalysis Institute to Open” (1948)
• Use this format only if you are the person who is in possession of the newspaper clipping.

10. Historical publication of limited circulation

Sci-Art Publishers. (1935). Sci-Art publications [Brochure]. Roback Papers (HUGFP 104.50, Box 2, Folder “Miscellaneous Psychological Materials”), Harvard University Archives, Cambridge, MA, United States.

• Parenthetical citation: (Sci-Art Publishers, 1935)
• Narrative citation: Sci-Art Publishers (1935)

11. Archived photographs, no author and no title

[Photographs of Robert M. Yerkes]. (ca. 1917–1954). Robert Mearns Yerkes Papers (Box 137, Folder 2292), Manuscripts and Archives, Yale University Library, New Haven, CT, United States.

• Parenthetical citation: ([Photographs of Robert M. Yerkes], ca. 1917–1954)
• Narrative citation: [Photographs of Robert M. Yerkes] (ca. 1917–1954)
• Because the archived photographs do not have a title, provide a bracketed description instead.
• Because the archived photographs do not have an author, move the bracketed description to the author position of the reference.

12. Microfilm

U.S. Census Bureau. (1880). 1880 U.S. census: Defective, dependent, and delinquent classes schedule: Virginia [Microfilm]. NARA Microfilm Publication T1132 (Rolls 33–34), National Archives and Records Administration, Washington, DC, United States.

• Parenthetical citation: (U.S. Census Bureau, 1880)
• Narrative citation: U.S. Census Bureau (1880)

Read the full APA guidelines on citing ChatGPT 

OpenAI. (2023).  ChatGPT  (Mar 14 version) [Large language model].  https://chat.openai.com/chat

• Parenthetical citation:  (OpenAI, 2023)
• Narrative citation:  OpenAI (2023)

Author:  The author of the model is OpenAI.

Date:  The date is the year of the version you used. Following the template in Section 10.10, you need to include only the year, not the exact date. The version number provides the specific date information a reader might need.

Title:  The name of the model is “ChatGPT,” so that serves as the title and is italicized in your reference, as shown in the template. Although OpenAI labels unique iterations (i.e., ChatGPT-3, ChatGPT-4), they are using “ChatGPT” as the general name of the model, with updates identified with version numbers.

The version number is included after the title in parentheses. The format for the version number in ChatGPT references includes the date because that is how OpenAI is labeling the versions. Different large language models or software might use different version numbering; use the version number in the format the author or publisher provides, which may be a numbering system (e.g., Version 2.0) or other methods.

Bracketed text  is used in references for additional descriptions when they are needed to help a reader understand what’s being cited. References for a number of common sources, such as journal articles and books, do not include bracketed descriptions, but things outside of the typical peer-reviewed system often do. In the case of a reference for ChatGPT, provide the descriptor “Large language model” in square brackets. OpenAI describes ChatGPT-4 as a “large multimodal model,” so that description may be provided instead if you are using ChatGPT-4. Later versions and software or models from other companies may need different descriptions, based on how the publishers describe the model. The goal of the bracketed text is to briefly describe the kind of model to your reader.

Source:  When the publisher name and the author name are the same, do not repeat the publisher name in the source element of the reference, and move directly to the URL. This is the case for ChatGPT. The URL for ChatGPT is  https://chat.openai.com/chat . For other models or products for which you may create a reference, use the URL that links as directly as possible to the source (i.e., the page where you can access the model, not the publisher’s homepage).

What to include and what to exclude

Works included in a reference list.

The reference list provides a reliable way for readers to identify and locate the works cited in a paper. APA Style papers generally include reference lists, not  bibliographies.

In general, each work cited in the text must appear in the reference list, and each work in the reference list must be cited in the text. Check your work carefully before submitting your manuscript or course assignment to ensure no works cited in the text are missing from the reference list and vice versa, with only the following exceptions.

Works Excluded From a Reference List

There are a few kinds of works that are not included in a reference list. Usually a work is not included because readers cannot recover it or because the mention is so broad that readers do not need a reference list entry to understand the use.

Information on works included in a reference list is covered in Sections 2.12 and 8.4 of the  APA Publication Manual, Seventh Edition

*This guidance has been expanded from the 6th edition.*

• Personal communications  such as emails, phone calls, or text messages are cited in the text only, not in the reference list, because readers cannot retrieve personal communications.
• General mentions of whole websites, whole periodicals, and common software and apps in the text do not require in-text citations or reference list entries because the use is broad and the source is familiar.
• The source of an epigraph does not usually appear in the reference list unless the work is a scholarly book or journal. For example, if you open the paper with an inspirational quotation by a famous person, the source of the quotation does not appear in the reference list because the quotation is meant to set the stage for the work, not substantiate a key point.   
• Quotations from research participants in a study you conducted can be presented and discussed in the text but do not need citations or reference list entries. Citations and reference list entries are not necessary because the quotations are part of your original research. They could also compromise participants’ confidentiality, which is an ethical violation.
• References included in a meta-analysis, which are marked with an asterisk in the reference list, may be cited in the text (or not) at the author’s discretion. This exception is relevant only to authors who are conducting a meta-analysis.

DOIs and URLs

The DOI or URL is the final component of a reference list entry. Because so much scholarship is available and/or retrieved online, most reference list entries end with either a DOI or a URL.

• A DOI is a unique alphanumeric string that identifies content and provides a persistent link to its location on the internet. DOIs can be found in database records and the reference lists of published works.
• A URL specifies the location of digital information on the internet and can be found in the address bar of your internet browser. URLs in references should link directly to the cited work when possible.

Follow these guidelines for including DOIs and URLs in references:

• Include a DOI for all works that have a DOI, regardless of whether you used the online version or the print version.
• If a print work does not have a DOI, do not include any DOI or URL in the reference.
• If an online work has both a DOI and a URL, include only the DOI.
• For works without DOIs from websites (not including academic research databases), provide a URL in the reference (as long as the URL will work for readers).
• For works without DOIs from most  academic research databases , do not include a URL or database information in the reference because these works are widely available. The reference should be the same as the reference for a print version of the work.
• For works from databases that publish original, proprietary material available only in that database (such as the UpToDate database) or for works of limited circulation in databases (such as monographs in the ERIC database), include the name of the database or archive and the URL of the work. If the URL requires a login or is session-specific (meaning it will not resolve for readers), provide the URL of the database or archive home page or login page instead of the URL for the work. See the page on including  database information in references  for more information. 
• If the URL is no longer working or no longer provides readers access to the content you intend to cite, follow the guidance for works with  no source .
• Other alphanumeric identifiers such as the International Standard Book Number (ISBN) and the International Standard Serial Number (ISSN) are not included in APA Style references.

Follow these guidelines to format DOIs and URLs:

• Present both DOIs and URLs as hyperlinks (i.e., beginning with “http:” or “https:”).
• Because a hyperlink leads readers directly to the content, it is not necessary to include the words “Retrieved from” or “Accessed from” before a DOI or URL.
• It is acceptable to use either the default display settings for hyperlinks in your word-processing program (e.g., usually blue font, underlined) or plain text that is not underlined.
• Leave links live if the work is to be published or read online.
• Follow the current recommendations of the International DOI Foundation to format DOIs in the reference list, which as of this publication is as follows:

https://doi.org/ xxxxx

• The string “https://doi.org/” is a way of presenting a DOI as a link, and “xxxxx” refers to the DOI number.
• The preferred format of the DOI has changed over time. Although older works use previous formats (e.g., “http:/dx.doi.org/” or “doi:” or “DOI:” before the DOI number), in your reference list, standardize DOIs into the current preferred format for all entries. For example, use  https://doi.org/10.1037/a0040251  in your reference even though that article, published in 2016, presented the number in an older format.
• Copy and paste the DOI or URL from your web browser directly into your reference list to avoid transcription errors. Do not change the capitalization or punctuation of the DOI or URL. Do not add line breaks manually to the hyperlink; it is acceptable if your word-processing program automatically adds a break or moves the hyperlink to its own line.
• Do not add a period after the DOI or URL because this may interfere with link functionality.

When a DOI or URL is long or complex, you may use shortDOIs or shortened URLs if desired.

• Use the  shortDOI service  provided by the International DOI Foundation to create shortDOIs. A work can have only one DOI and only one shortDOI; the shortDOI service will either produce a new shortDOI for a work that has never had one or retrieve an existing shortDOI.
• Some websites provide their own branded shortened URLs, and independent URL shortening services are available as well. Any shortened URL is acceptable in a reference as long as you check the link to ensure that it takes you to the correct location.
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A Quick Guide to Harvard Referencing | Citation Examples

Published on 14 February 2020 by Jack Caulfield . Revised on 15 September 2023.

Referencing is an important part of academic writing. It tells your readers what sources you’ve used and how to find them.

Harvard is the most common referencing style used in UK universities. In Harvard style, the author and year are cited in-text, and full details of the source are given in a reference list .

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Table of contents

Harvard in-text citation, creating a harvard reference list, harvard referencing examples, referencing sources with no author or date, frequently asked questions about harvard referencing.

A Harvard in-text citation appears in brackets beside any quotation or paraphrase of a source. It gives the last name of the author(s) and the year of publication, as well as a page number or range locating the passage referenced, if applicable:

Note that ‘p.’ is used for a single page, ‘pp.’ for multiple pages (e.g. ‘pp. 1–5’).

An in-text citation usually appears immediately after the quotation or paraphrase in question. It may also appear at the end of the relevant sentence, as long as it’s clear what it refers to.

When your sentence already mentions the name of the author, it should not be repeated in the citation:

Sources with multiple authors

When you cite a source with up to three authors, cite all authors’ names. For four or more authors, list only the first name, followed by ‘ et al. ’:

Sources with no page numbers

Some sources, such as websites , often don’t have page numbers. If the source is a short text, you can simply leave out the page number. With longer sources, you can use an alternate locator such as a subheading or paragraph number if you need to specify where to find the quote:

Multiple citations at the same point

When you need multiple citations to appear at the same point in your text – for example, when you refer to several sources with one phrase – you can present them in the same set of brackets, separated by semicolons. List them in order of publication date:

Multiple sources with the same author and date

If you cite multiple sources by the same author which were published in the same year, it’s important to distinguish between them in your citations. To do this, insert an ‘a’ after the year in the first one you reference, a ‘b’ in the second, and so on:

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A bibliography or reference list appears at the end of your text. It lists all your sources in alphabetical order by the author’s last name, giving complete information so that the reader can look them up if necessary.

The reference entry starts with the author’s last name followed by initial(s). Only the first word of the title is capitalised (as well as any proper nouns).

Sources with multiple authors in the reference list

As with in-text citations, up to three authors should be listed; when there are four or more, list only the first author followed by ‘ et al. ’:

Reference list entries vary according to source type, since different information is relevant for different sources. Formats and examples for the most commonly used source types are given below.

• Entire book
• Book chapter
• Translated book
• Edition of a book

Journal articles

• Print journal
• Online-only journal with DOI
• Online-only journal with no DOI
• General web page
• Online article or blog
• Social media post

Sometimes you won’t have all the information you need for a reference. This section covers what to do when a source lacks a publication date or named author.

No publication date

When a source doesn’t have a clear publication date – for example, a constantly updated reference source like Wikipedia or an obscure historical document which can’t be accurately dated – you can replace it with the words ‘no date’:

Note that when you do this with an online source, you should still include an access date, as in the example.

When a source lacks a clearly identified author, there’s often an appropriate corporate source – the organisation responsible for the source – whom you can credit as author instead, as in the Google and Wikipedia examples above.

When that’s not the case, you can just replace it with the title of the source in both the in-text citation and the reference list:

Harvard referencing uses an author–date system. Sources are cited by the author’s last name and the publication year in brackets. Each Harvard in-text citation corresponds to an entry in the alphabetised reference list at the end of the paper.

Vancouver referencing uses a numerical system. Sources are cited by a number in parentheses or superscript. Each number corresponds to a full reference at the end of the paper.

A Harvard in-text citation should appear in brackets every time you quote, paraphrase, or refer to information from a source.

The citation can appear immediately after the quotation or paraphrase, or at the end of the sentence. If you’re quoting, place the citation outside of the quotation marks but before any other punctuation like a comma or full stop.

In Harvard referencing, up to three author names are included in an in-text citation or reference list entry. When there are four or more authors, include only the first, followed by ‘ et al. ’

Though the terms are sometimes used interchangeably, there is a difference in meaning:

• A reference list only includes sources cited in the text – every entry corresponds to an in-text citation .
• A bibliography also includes other sources which were consulted during the research but not cited.

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Caulfield, J. (2023, September 15). A Quick Guide to Harvard Referencing | Citation Examples. Scribbr. Retrieved 15 April 2024, from https://www.scribbr.co.uk/referencing/harvard-style/

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Home » References in Research – Types, Examples and Writing Guide

References in Research – Types, Examples and Writing Guide

Table of Contents

References in Research

Definition:

References in research are a list of sources that a researcher has consulted or cited while conducting their study. They are an essential component of any academic work, including research papers, theses, dissertations, and other scholarly publications.

Types of References

There are several types of references used in research, and the type of reference depends on the source of information being cited. The most common types of references include:

References to books typically include the author’s name, title of the book, publisher, publication date, and place of publication.

Example: Smith, J. (2018). The Art of Writing. Penguin Books.

Journal Articles

References to journal articles usually include the author’s name, title of the article, name of the journal, volume and issue number, page numbers, and publication date.

Example: Johnson, T. (2021). The Impact of Social Media on Mental Health. Journal of Psychology, 32(4), 87-94.

Web sources

References to web sources should include the author or organization responsible for the content, the title of the page, the URL, and the date accessed.

Example: World Health Organization. (2020). Coronavirus disease (COVID-19) advice for the public. Retrieved from https://www.who.int/emergencies/disease/novel-coronavirus-2019/advice-for-public

Conference Proceedings

References to conference proceedings should include the author’s name, title of the paper, name of the conference, location of the conference, date of the conference, and page numbers.

Example: Chen, S., & Li, J. (2019). The Future of AI in Education. Proceedings of the International Conference on Educational Technology, Beijing, China, July 15-17, pp. 67-78.

References to reports typically include the author or organization responsible for the report, title of the report, publication date, and publisher.

Example: United Nations. (2020). The Sustainable Development Goals Report. United Nations.

Formats of References

Some common Formates of References with their examples are as follows:

APA (American Psychological Association) Style

The APA (American Psychological Association) Style has specific guidelines for formatting references used in academic papers, articles, and books. Here are the different reference formats in APA style with examples:

Author, A. A. (Year of publication). Title of book. Publisher.

Example : Smith, J. K. (2005). The psychology of social interaction. Wiley-Blackwell.

Journal Article

Author, A. A., Author, B. B., & Author, C. C. (Year of publication). Title of article. Title of Journal, volume number(issue number), page numbers.

Example : Brown, L. M., Keating, J. G., & Jones, S. M. (2012). The role of social support in coping with stress among African American adolescents. Journal of Research on Adolescence, 22(1), 218-233.

Author, A. A. (Year of publication or last update). Title of page. Website name. URL.

Example : Centers for Disease Control and Prevention. (2020, December 11). COVID-19: How to protect yourself and others. https://www.cdc.gov/coronavirus/2019-ncov/prevent-getting-sick/prevention.html

Magazine article

Author, A. A. (Year, Month Day of publication). Title of article. Title of Magazine, volume number(issue number), page numbers.

Example : Smith, M. (2019, March 11). The power of positive thinking. Psychology Today, 52(3), 60-65.

Newspaper article:

Author, A. A. (Year, Month Day of publication). Title of article. Title of Newspaper, page numbers.

Example: Johnson, B. (2021, February 15). New study shows benefits of exercise on mental health. The New York Times, A8.

Edited book

Editor, E. E. (Ed.). (Year of publication). Title of book. Publisher.

Example : Thompson, J. P. (Ed.). (2014). Social work in the 21st century. Sage Publications.

Chapter in an edited book:

Author, A. A. (Year of publication). Title of chapter. In E. E. Editor (Ed.), Title of book (pp. page numbers). Publisher.

Example : Johnson, K. S. (2018). The future of social work: Challenges and opportunities. In J. P. Thompson (Ed.), Social work in the 21st century (pp. 105-118). Sage Publications.

MLA (Modern Language Association) Style

The MLA (Modern Language Association) Style is a widely used style for writing academic papers and essays in the humanities. Here are the different reference formats in MLA style:

Author’s Last name, First name. Title of Book. Publisher, Publication year.

Example : Smith, John. The Psychology of Social Interaction. Wiley-Blackwell, 2005.

Journal article

Author’s Last name, First name. “Title of Article.” Title of Journal, volume number, issue number, Publication year, page numbers.

Example : Brown, Laura M., et al. “The Role of Social Support in Coping with Stress among African American Adolescents.” Journal of Research on Adolescence, vol. 22, no. 1, 2012, pp. 218-233.

Author’s Last name, First name. “Title of Webpage.” Website Name, Publication date, URL.

Example : Centers for Disease Control and Prevention. “COVID-19: How to Protect Yourself and Others.” CDC, 11 Dec. 2020, https://www.cdc.gov/coronavirus/2019-ncov/prevent-getting-sick/prevention.html.

Author’s Last name, First name. “Title of Article.” Title of Magazine, Publication date, page numbers.

Example : Smith, Mary. “The Power of Positive Thinking.” Psychology Today, Mar. 2019, pp. 60-65.

Newspaper article

Author’s Last name, First name. “Title of Article.” Title of Newspaper, Publication date, page numbers.

Example : Johnson, Bob. “New Study Shows Benefits of Exercise on Mental Health.” The New York Times, 15 Feb. 2021, p. A8.

Editor’s Last name, First name, editor. Title of Book. Publisher, Publication year.

Example : Thompson, John P., editor. Social Work in the 21st Century. Sage Publications, 2014.

Chapter in an edited book

Author’s Last name, First name. “Title of Chapter.” Title of Book, edited by Editor’s First Name Last name, Publisher, Publication year, page numbers.

Example : Johnson, Karen S. “The Future of Social Work: Challenges and Opportunities.” Social Work in the 21st Century, edited by John P. Thompson, Sage Publications, 2014, pp. 105-118.

Chicago Manual of Style

The Chicago Manual of Style is a widely used style for writing academic papers, dissertations, and books in the humanities and social sciences. Here are the different reference formats in Chicago style:

Example : Smith, John K. The Psychology of Social Interaction. Wiley-Blackwell, 2005.

Author’s Last name, First name. “Title of Article.” Title of Journal volume number, no. issue number (Publication year): page numbers.

Example : Brown, Laura M., John G. Keating, and Sarah M. Jones. “The Role of Social Support in Coping with Stress among African American Adolescents.” Journal of Research on Adolescence 22, no. 1 (2012): 218-233.

Author’s Last name, First name. “Title of Webpage.” Website Name. Publication date. URL.

Example : Centers for Disease Control and Prevention. “COVID-19: How to Protect Yourself and Others.” CDC. December 11, 2020. https://www.cdc.gov/coronavirus/2019-ncov/prevent-getting-sick/prevention.html.

Author’s Last name, First name. “Title of Article.” Title of Magazine, Publication date.

Example : Smith, Mary. “The Power of Positive Thinking.” Psychology Today, March 2019.

Author’s Last name, First name. “Title of Article.” Title of Newspaper, Publication date.

Example : Johnson, Bob. “New Study Shows Benefits of Exercise on Mental Health.” The New York Times, February 15, 2021.

Example : Thompson, John P., ed. Social Work in the 21st Century. Sage Publications, 2014.

Author’s Last name, First name. “Title of Chapter.” In Title of Book, edited by Editor’s First Name Last Name, page numbers. Publisher, Publication year.

Example : Johnson, Karen S. “The Future of Social Work: Challenges and Opportunities.” In Social Work in the 21st Century, edited by John P. Thompson, 105-118. Sage Publications, 2014.

Harvard Style

The Harvard Style, also known as the Author-Date System, is a widely used style for writing academic papers and essays in the social sciences. Here are the different reference formats in Harvard Style:

Author’s Last name, First name. Year of publication. Title of Book. Place of publication: Publisher.

Example : Smith, John. 2005. The Psychology of Social Interaction. Oxford: Wiley-Blackwell.

Author’s Last name, First name. Year of publication. “Title of Article.” Title of Journal volume number (issue number): page numbers.

Example: Brown, Laura M., John G. Keating, and Sarah M. Jones. 2012. “The Role of Social Support in Coping with Stress among African American Adolescents.” Journal of Research on Adolescence 22 (1): 218-233.

Author’s Last name, First name. Year of publication. “Title of Webpage.” Website Name. URL. Accessed date.

Example : Centers for Disease Control and Prevention. 2020. “COVID-19: How to Protect Yourself and Others.” CDC. https://www.cdc.gov/coronavirus/2019-ncov/prevent-getting-sick/prevention.html. Accessed April 1, 2023.

Author’s Last name, First name. Year of publication. “Title of Article.” Title of Magazine, month and date of publication.

Example : Smith, Mary. 2019. “The Power of Positive Thinking.” Psychology Today, March 2019.

Author’s Last name, First name. Year of publication. “Title of Article.” Title of Newspaper, month and date of publication.

Example : Johnson, Bob. 2021. “New Study Shows Benefits of Exercise on Mental Health.” The New York Times, February 15, 2021.

Editor’s Last name, First name, ed. Year of publication. Title of Book. Place of publication: Publisher.

Example : Thompson, John P., ed. 2014. Social Work in the 21st Century. Thousand Oaks, CA: Sage Publications.

Author’s Last name, First name. Year of publication. “Title of Chapter.” In Title of Book, edited by Editor’s First Name Last Name, page numbers. Place of publication: Publisher.

Example : Johnson, Karen S. 2014. “The Future of Social Work: Challenges and Opportunities.” In Social Work in the 21st Century, edited by John P. Thompson, 105-118. Thousand Oaks, CA: Sage Publications.

Vancouver Style

The Vancouver Style, also known as the Uniform Requirements for Manuscripts Submitted to Biomedical Journals, is a widely used style for writing academic papers in the biomedical sciences. Here are the different reference formats in Vancouver Style:

Author’s Last name, First name. Title of Book. Edition number. Place of publication: Publisher; Year of publication.

Example : Smith, John K. The Psychology of Social Interaction. 2nd ed. Oxford: Wiley-Blackwell; 2005.

Author’s Last name, First name. Title of Article. Abbreviated Journal Title. Year of publication; volume number(issue number):page numbers.

Example : Brown LM, Keating JG, Jones SM. The Role of Social Support in Coping with Stress among African American Adolescents. J Res Adolesc. 2012;22(1):218-233.

Author’s Last name, First name. Title of Webpage. Website Name [Internet]. Publication date. [cited date]. Available from: URL.

Example : Centers for Disease Control and Prevention. COVID-19: How to Protect Yourself and Others [Internet]. 2020 Dec 11. [cited 2023 Apr 1]. Available from: https://www.cdc.gov/coronavirus/2019-ncov/prevent-getting-sick/prevention.html.

Author’s Last name, First name. Title of Article. Title of Magazine. Year of publication; month and day of publication:page numbers.

Example : Smith M. The Power of Positive Thinking. Psychology Today. 2019 Mar 1:32-35.

Author’s Last name, First name. Title of Article. Title of Newspaper. Year of publication; month and day of publication:page numbers.

Example : Johnson B. New Study Shows Benefits of Exercise on Mental Health. The New York Times. 2021 Feb 15:A4.

Editor’s Last name, First name, editor. Title of Book. Edition number. Place of publication: Publisher; Year of publication.

Example: Thompson JP, editor. Social Work in the 21st Century. 1st ed. Thousand Oaks, CA: Sage Publications; 2014.

Author’s Last name, First name. Title of Chapter. In: Editor’s Last name, First name, editor. Title of Book. Edition number. Place of publication: Publisher; Year of publication. page numbers.

Example : Johnson KS. The Future of Social Work: Challenges and Opportunities. In: Thompson JP, editor. Social Work in the 21st Century. 1st ed. Thousand Oaks, CA: Sage Publications; 2014. p. 105-118.

Turabian Style

Turabian style is a variation of the Chicago style used in academic writing, particularly in the fields of history and humanities. Here are the different reference formats in Turabian style:

Author’s Last name, First name. Title of Book. Place of publication: Publisher, Year of publication.

Example : Smith, John K. The Psychology of Social Interaction. Oxford: Wiley-Blackwell, 2005.

Author’s Last name, First name. “Title of Article.” Title of Journal volume number, no. issue number (Year of publication): page numbers.

Example : Brown, LM, Keating, JG, Jones, SM. “The Role of Social Support in Coping with Stress among African American Adolescents.” J Res Adolesc 22, no. 1 (2012): 218-233.

Author’s Last name, First name. “Title of Webpage.” Name of Website. Publication date. Accessed date. URL.

Example : Centers for Disease Control and Prevention. “COVID-19: How to Protect Yourself and Others.” CDC. December 11, 2020. Accessed April 1, 2023. https://www.cdc.gov/coronavirus/2019-ncov/prevent-getting-sick/prevention.html.

Author’s Last name, First name. “Title of Article.” Title of Magazine, Month Day, Year of publication, page numbers.

Example : Smith, M. “The Power of Positive Thinking.” Psychology Today, March 1, 2019, 32-35.

Author’s Last name, First name. “Title of Article.” Title of Newspaper, Month Day, Year of publication.

Example : Johnson, B. “New Study Shows Benefits of Exercise on Mental Health.” The New York Times, February 15, 2021.

Editor’s Last name, First name, ed. Title of Book. Place of publication: Publisher, Year of publication.

Example : Thompson, JP, ed. Social Work in the 21st Century. Thousand Oaks, CA: Sage Publications, 2014.

Author’s Last name, First name. “Title of Chapter.” In Title of Book, edited by Editor’s Last name, First name, page numbers. Place of publication: Publisher, Year of publication.

Example : Johnson, KS. “The Future of Social Work: Challenges and Opportunities.” In Social Work in the 21st Century, edited by Thompson, JP, 105-118. Thousand Oaks, CA: Sage Publications, 2014.

IEEE (Institute of Electrical and Electronics Engineers) Style

IEEE (Institute of Electrical and Electronics Engineers) style is commonly used in engineering, computer science, and other technical fields. Here are the different reference formats in IEEE style:

Author’s Last name, First name. Book Title. Place of Publication: Publisher, Year of publication.

Example : Oppenheim, A. V., & Schafer, R. W. Discrete-Time Signal Processing. Upper Saddle River, NJ: Prentice Hall, 2010.

Author’s Last name, First name. “Title of Article.” Abbreviated Journal Title, vol. number, no. issue number, pp. page numbers, Month year of publication.

Example: Shannon, C. E. “A Mathematical Theory of Communication.” Bell System Technical Journal, vol. 27, no. 3, pp. 379-423, July 1948.

Conference paper

Author’s Last name, First name. “Title of Paper.” In Title of Conference Proceedings, Place of Conference, Date of Conference, pp. page numbers, Year of publication.

Example: Gupta, S., & Kumar, P. “An Improved System of Linear Discriminant Analysis for Face Recognition.” In Proceedings of the 2011 International Conference on Computer Science and Network Technology, Harbin, China, Dec. 2011, pp. 144-147.

Author’s Last name, First name. “Title of Webpage.” Name of Website. Date of publication or last update. Accessed date. URL.

Example : National Aeronautics and Space Administration. “Apollo 11.” NASA. July 20, 1969. Accessed April 1, 2023. https://www.nasa.gov/mission_pages/apollo/apollo11.html.

Technical report

Author’s Last name, First name. “Title of Report.” Name of Institution or Organization, Report number, Year of publication.

Example : Smith, J. R. “Development of a New Solar Panel Technology.” National Renewable Energy Laboratory, NREL/TP-6A20-51645, 2011.

Author’s Last name, First name. “Title of Patent.” Patent number, Issue date.

Example : Suzuki, H. “Method of Producing Carbon Nanotubes.” US Patent 7,151,019, December 19, 2006.

Standard Title. Standard number, Publication date.

Example : IEEE Standard for Floating-Point Arithmetic. IEEE Std 754-2008, August 29, 2008

ACS (American Chemical Society) Style

ACS (American Chemical Society) style is commonly used in chemistry and related fields. Here are the different reference formats in ACS style:

Author’s Last name, First name; Author’s Last name, First name. Title of Article. Abbreviated Journal Title Year, Volume, Page Numbers.

Example : Wang, Y.; Zhao, X.; Cui, Y.; Ma, Y. Facile Preparation of Fe3O4/graphene Composites Using a Hydrothermal Method for High-Performance Lithium Ion Batteries. ACS Appl. Mater. Interfaces 2012, 4, 2715-2721.

Author’s Last name, First name. Book Title; Publisher: Place of Publication, Year of Publication.

Example : Carey, F. A. Organic Chemistry; McGraw-Hill: New York, 2008.

Author’s Last name, First name. Chapter Title. In Book Title; Editor’s Last name, First name, Ed.; Publisher: Place of Publication, Year of Publication; Volume number, Chapter number, Page Numbers.

Example : Grossman, R. B. Analytical Chemistry of Aerosols. In Aerosol Measurement: Principles, Techniques, and Applications; Baron, P. A.; Willeke, K., Eds.; Wiley-Interscience: New York, 2001; Chapter 10, pp 395-424.

Author’s Last name, First name. Title of Webpage. Website Name, URL (accessed date).

Example : National Institute of Standards and Technology. Atomic Spectra Database. https://www.nist.gov/pml/atomic-spectra-database (accessed April 1, 2023).

Author’s Last name, First name. Patent Number. Patent Date.

Example : Liu, Y.; Huang, H.; Chen, H.; Zhang, W. US Patent 9,999,999, December 31, 2022.

Author’s Last name, First name; Author’s Last name, First name. Title of Article. In Title of Conference Proceedings, Publisher: Place of Publication, Year of Publication; Volume Number, Page Numbers.

Example : Jia, H.; Xu, S.; Wu, Y.; Wu, Z.; Tang, Y.; Huang, X. Fast Adsorption of Organic Pollutants by Graphene Oxide. In Proceedings of the 15th International Conference on Environmental Science and Technology, American Chemical Society: Washington, DC, 2017; Volume 1, pp 223-228.

AMA (American Medical Association) Style

AMA (American Medical Association) style is commonly used in medical and scientific fields. Here are the different reference formats in AMA style:

Author’s Last name, First name. Article Title. Journal Abbreviation. Year; Volume(Issue):Page Numbers.

Example : Jones, R. A.; Smith, B. C. The Role of Vitamin D in Maintaining Bone Health. JAMA. 2019;321(17):1765-1773.

Author’s Last name, First name. Book Title. Edition number. Place of Publication: Publisher; Year.

Example : Guyton, A. C.; Hall, J. E. Textbook of Medical Physiology. 13th ed. Philadelphia, PA: Saunders; 2015.

Author’s Last name, First name. Chapter Title. In: Editor’s Last name, First name, ed. Book Title. Edition number. Place of Publication: Publisher; Year: Page Numbers.

Example: Rajakumar, K. Vitamin D and Bone Health. In: Holick, M. F., ed. Vitamin D: Physiology, Molecular Biology, and Clinical Applications. 2nd ed. New York, NY: Springer; 2010:211-222.

Author’s Last name, First name. Webpage Title. Website Name. URL. Published date. Updated date. Accessed date.

Example : National Cancer Institute. Breast Cancer Prevention (PDQ®)–Patient Version. National Cancer Institute. https://www.cancer.gov/types/breast/patient/breast-prevention-pdq. Published October 11, 2022. Accessed April 1, 2023.

Author’s Last name, First name. Conference presentation title. In: Conference Title; Conference Date; Place of Conference.

Example : Smith, J. R. Vitamin D and Bone Health: A Meta-Analysis. In: Proceedings of the Annual Meeting of the American Society for Bone and Mineral Research; September 20-23, 2022; San Diego, CA.

Thesis or dissertation

Author’s Last name, First name. Title of Thesis or Dissertation. Degree level [Doctoral dissertation or Master’s thesis]. University Name; Year.

Example : Wilson, S. A. The Effects of Vitamin D Supplementation on Bone Health in Postmenopausal Women [Doctoral dissertation]. University of California, Los Angeles; 2018.

ASCE (American Society of Civil Engineers) Style

The ASCE (American Society of Civil Engineers) style is commonly used in civil engineering fields. Here are the different reference formats in ASCE style:

Author’s Last name, First name. “Article Title.” Journal Title, volume number, issue number (year): page numbers. DOI or URL (if available).

Example : Smith, J. R. “Evaluation of the Effectiveness of Sustainable Drainage Systems in Urban Areas.” Journal of Environmental Engineering, vol. 146, no. 3 (2020): 04020010. https://doi.org/10.1061/(ASCE)EE.1943-7870.0001668.

Example : McCuen, R. H. Hydrologic Analysis and Design. 4th ed. Upper Saddle River, NJ: Pearson Education; 2013.

Author’s Last name, First name. “Chapter Title.” In: Editor’s Last name, First name, ed. Book Title. Edition number. Place of Publication: Publisher; Year: page numbers.

Example : Maidment, D. R. “Floodplain Management in the United States.” In: Shroder, J. F., ed. Treatise on Geomorphology. San Diego, CA: Academic Press; 2013: 447-460.

Author’s Last name, First name. “Paper Title.” In: Conference Title; Conference Date; Location. Place of Publication: Publisher; Year: page numbers.

Example: Smith, J. R. “Sustainable Drainage Systems for Urban Areas.” In: Proceedings of the ASCE International Conference on Sustainable Infrastructure; November 6-9, 2019; Los Angeles, CA. Reston, VA: American Society of Civil Engineers; 2019: 156-163.

Author’s Last name, First name. “Report Title.” Report number. Place of Publication: Publisher; Year.

Example : U.S. Army Corps of Engineers. “Hurricane Sandy Coastal Risk Reduction Program, New York and New Jersey.” Report No. P-15-001. Washington, DC: U.S. Army Corps of Engineers; 2015.

CSE (Council of Science Editors) Style

The CSE (Council of Science Editors) style is commonly used in the scientific and medical fields. Here are the different reference formats in CSE style:

Author’s Last name, First Initial. Middle Initial. “Article Title.” Journal Title. Year;Volume(Issue):Page numbers.

Example : Smith, J.R. “Evaluation of the Effectiveness of Sustainable Drainage Systems in Urban Areas.” Journal of Environmental Engineering. 2020;146(3):04020010.

Author’s Last name, First Initial. Middle Initial. Book Title. Edition number. Place of Publication: Publisher; Year.

Author’s Last name, First Initial. Middle Initial. “Chapter Title.” In: Editor’s Last name, First Initial. Middle Initial., ed. Book Title. Edition number. Place of Publication: Publisher; Year:Page numbers.

Author’s Last name, First Initial. Middle Initial. “Paper Title.” In: Conference Title; Conference Date; Location. Place of Publication: Publisher; Year.

Example : Smith, J.R. “Sustainable Drainage Systems for Urban Areas.” In: Proceedings of the ASCE International Conference on Sustainable Infrastructure; November 6-9, 2019; Los Angeles, CA. Reston, VA: American Society of Civil Engineers; 2019.

Author’s Last name, First Initial. Middle Initial. “Report Title.” Report number. Place of Publication: Publisher; Year.

Bluebook Style

The Bluebook style is commonly used in the legal field for citing legal documents and sources. Here are the different reference formats in Bluebook style:

Case citation

Case name, volume source page (Court year).

Example : Brown v. Board of Education, 347 U.S. 483 (1954).

Statute citation

Name of Act, volume source § section number (year).

Example : Clean Air Act, 42 U.S.C. § 7401 (1963).

Regulation citation

Name of regulation, volume source § section number (year).

Example: Clean Air Act, 40 C.F.R. § 52.01 (2019).

Book citation

Author’s Last name, First Initial. Middle Initial. Book Title. Edition number (if applicable). Place of Publication: Publisher; Year.

Example: Smith, J.R. Legal Writing and Analysis. 3rd ed. New York, NY: Aspen Publishers; 2015.

Journal article citation

Author’s Last name, First Initial. Middle Initial. “Article Title.” Journal Title. Volume number (year): first page-last page.

Example: Garcia, C. “The Right to Counsel: An International Comparison.” International Journal of Legal Information. 43 (2015): 63-94.

Website citation

Author’s Last name, First Initial. Middle Initial. “Page Title.” Website Title. URL (accessed month day, year).

Example : United Nations. “Universal Declaration of Human Rights.” United Nations. https://www.un.org/en/universal-declaration-human-rights/ (accessed January 3, 2023).

Oxford Style

The Oxford style, also known as the Oxford referencing system or the documentary-note citation system, is commonly used in the humanities, including literature, history, and philosophy. Here are the different reference formats in Oxford style:

Author’s Last name, First name. Book Title. Place of Publication: Publisher, Year of Publication.

Example : Smith, John. The Art of Writing. New York: Penguin, 2020.

Author’s Last name, First name. “Article Title.” Journal Title volume, no. issue (year): page range.

Example: Garcia, Carlos. “The Role of Ethics in Philosophy.” Philosophy Today 67, no. 3 (2019): 53-68.

Chapter in an edited book citation

Author’s Last name, First name. “Chapter Title.” In Book Title, edited by Editor’s Name, page range. Place of Publication: Publisher, Year of Publication.

Example : Lee, Mary. “Feminism in the 21st Century.” In The Oxford Handbook of Feminism, edited by Jane Smith, 51-69. Oxford: Oxford University Press, 2018.

Author’s Last name, First name. “Page Title.” Website Title. URL (accessed day month year).

Example : Jones, David. “The Importance of Learning Languages.” Oxford Language Center. https://www.oxfordlanguagecenter.com/importance-of-learning-languages/ (accessed 3 January 2023).

Dissertation or thesis citation

Author’s Last name, First name. “Title of Dissertation/Thesis.” PhD diss., University Name, Year of Publication.

Example : Brown, Susan. “The Art of Storytelling in American Literature.” PhD diss., University of Oxford, 2020.

Newspaper article citation

Author’s Last name, First name. “Article Title.” Newspaper Title, Month Day, Year.

Example : Robinson, Andrew. “New Developments in Climate Change Research.” The Guardian, September 15, 2022.

AAA (American Anthropological Association) Style

The American Anthropological Association (AAA) style is commonly used in anthropology research papers and journals. Here are the different reference formats in AAA style:

Author’s Last name, First name. Year of Publication. Book Title. Place of Publication: Publisher.

Example : Smith, John. 2019. The Anthropology of Food. New York: Routledge.

Author’s Last name, First name. Year of Publication. “Article Title.” Journal Title volume, no. issue: page range.

Example : Garcia, Carlos. 2021. “The Role of Ethics in Anthropology.” American Anthropologist 123, no. 2: 237-251.

Author’s Last name, First name. Year of Publication. “Chapter Title.” In Book Title, edited by Editor’s Name, page range. Place of Publication: Publisher.

Example: Lee, Mary. 2018. “Feminism in Anthropology.” In The Oxford Handbook of Feminism, edited by Jane Smith, 51-69. Oxford: Oxford University Press.

Author’s Last name, First name. Year of Publication. “Page Title.” Website Title. URL (accessed day month year).

Example : Jones, David. 2020. “The Importance of Learning Languages.” Oxford Language Center. https://www.oxfordlanguagecenter.com/importance-of-learning-languages/ (accessed January 3, 2023).

Author’s Last name, First name. Year of Publication. “Title of Dissertation/Thesis.” PhD diss., University Name.

Example : Brown, Susan. 2022. “The Art of Storytelling in Anthropology.” PhD diss., University of California, Berkeley.

Author’s Last name, First name. Year of Publication. “Article Title.” Newspaper Title, Month Day.

Example : Robinson, Andrew. 2021. “New Developments in Anthropology Research.” The Guardian, September 15.

AIP (American Institute of Physics) Style

The American Institute of Physics (AIP) style is commonly used in physics research papers and journals. Here are the different reference formats in AIP style:

Example : Johnson, S. D. 2021. “Quantum Computing and Information.” Journal of Applied Physics 129, no. 4: 043102.

Example : Feynman, Richard. 2018. The Feynman Lectures on Physics. New York: Basic Books.

Example : Jones, David. 2020. “The Future of Quantum Computing.” In The Handbook of Physics, edited by John Smith, 125-136. Oxford: Oxford University Press.

Conference proceedings citation

Author’s Last name, First name. Year of Publication. “Title of Paper.” Proceedings of Conference Name, date and location: page range. Place of Publication: Publisher.

Example : Chen, Wei. 2019. “The Applications of Nanotechnology in Solar Cells.” Proceedings of the 8th International Conference on Nanotechnology, July 15-17, Tokyo, Japan: 224-229. New York: AIP Publishing.

Example : American Institute of Physics. 2022. “About AIP Publishing.” AIP Publishing. https://publishing.aip.org/about-aip-publishing/ (accessed January 3, 2023).

Patent citation

Author’s Last name, First name. Year of Publication. Patent Number.

Example : Smith, John. 2018. US Patent 9,873,644.

References Writing Guide

Here are some general guidelines for writing references:

• Follow the citation style guidelines: Different disciplines and journals may require different citation styles (e.g., APA, MLA, Chicago). It is important to follow the specific guidelines for the citation style required.
• Include all necessary information : Each citation should include enough information for readers to locate the source. For example, a journal article citation should include the author(s), title of the article, journal title, volume number, issue number, page numbers, and publication year.
• Use proper formatting: Citation styles typically have specific formatting requirements for different types of sources. Make sure to follow the proper formatting for each citation.
• Order citations alphabetically: If listing multiple sources, they should be listed alphabetically by the author’s last name.
• Be consistent: Use the same citation style throughout the entire paper or project.
• Check for accuracy: Double-check all citations to ensure accuracy, including correct spelling of author names and publication information.
• Use reputable sources: When selecting sources to cite, choose reputable and authoritative sources. Avoid sources that are biased or unreliable.
• Include all sources: Make sure to include all sources used in the research, including those that were not directly quoted but still informed the work.
• Use online tools : There are online tools available (e.g., citation generators) that can help with formatting and organizing references.

Purpose of References in Research

References in research serve several purposes:

• To give credit to the original authors or sources of information used in the research. It is important to acknowledge the work of others and avoid plagiarism.
• To provide evidence for the claims made in the research. References can support the arguments, hypotheses, or conclusions presented in the research by citing relevant studies, data, or theories.
• To allow readers to find and verify the sources used in the research. References provide the necessary information for readers to locate and access the sources cited in the research, which allows them to evaluate the quality and reliability of the information presented.
• To situate the research within the broader context of the field. References can show how the research builds on or contributes to the existing body of knowledge, and can help readers to identify gaps in the literature that the research seeks to address.

Importance of References in Research

References play an important role in research for several reasons:

• Credibility : By citing authoritative sources, references lend credibility to the research and its claims. They provide evidence that the research is based on a sound foundation of knowledge and has been carefully researched.
• Avoidance of Plagiarism : References help researchers avoid plagiarism by giving credit to the original authors or sources of information. This is important for ethical reasons and also to avoid legal repercussions.
• Reproducibility : References allow others to reproduce the research by providing detailed information on the sources used. This is important for verification of the research and for others to build on the work.
• Context : References provide context for the research by situating it within the broader body of knowledge in the field. They help researchers to understand where their work fits in and how it builds on or contributes to existing knowledge.
• Evaluation : References provide a means for others to evaluate the research by allowing them to assess the quality and reliability of the sources used.

Advantages of References in Research

There are several advantages of including references in research:

• Acknowledgment of Sources: Including references gives credit to the authors or sources of information used in the research. This is important to acknowledge the original work and avoid plagiarism.
• Evidence and Support : References can provide evidence to support the arguments, hypotheses, or conclusions presented in the research. This can add credibility and strength to the research.
• Reproducibility : References provide the necessary information for others to reproduce the research. This is important for the verification of the research and for others to build on the work.
• Context : References can help to situate the research within the broader body of knowledge in the field. This helps researchers to understand where their work fits in and how it builds on or contributes to existing knowledge.
• Evaluation : Including references allows others to evaluate the research by providing a means to assess the quality and reliability of the sources used.
• Ongoing Conversation: References allow researchers to engage in ongoing conversations and debates within their fields. They can show how the research builds on or contributes to the existing body of knowledge.

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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• Directories
• What are citations and why should I use them?
• When should I use a citation?
• Why are there so many citation styles?
• Which citation style should I use?
• Chicago Notes Style
• Chicago Author-Date Style
• AMA Style (medicine)
• Bluebook (law)
• Additional Citation Styles
• Built-in Citation Tools
• Quick Citation Generators
• Citation Management Software
• Start Your Research
• Research Guides
• University of Washington Libraries
• Library Guides
• UW Libraries
• Citing Sources

Citing Sources: What are citations and why should I use them?

What is a citation.

Citations are a way of giving credit when certain material in your work came from another source. It also gives your readers the information necessary to find that source again-- it provides an important roadmap to your research process. Whenever you use sources such as books, journals or websites in your research, you must give credit to the original author by citing the source. 

Why do researchers cite?

Scholarship is a conversation  and scholars use citations not only to  give credit  to original creators and thinkers, but also to  add strength and authority  to their own work.  By citing their sources, scholars are  placing their work in a specific context  to show where they “fit” within the larger conversation.  Citations are also a great way to  leave a trail  intended to help others who may want to explore the conversation or use the sources in their own work.

In short, citations

(1) give credit

(2) add strength and authority to your work

(3) place your work in a specific context

(4) leave a trail for other scholars

"Good citations should reveal your sources, not conceal them. They should honeslty reflect the research you conducted." (Lipson 4)

Lipson, Charles. "Why Cite?"  Cite Right: A Quick Guide to Citation Styles--MLA, APA, Chicago, the Sciences, Professions, and More . Chicago: U of Chicago, 2006. Print.

What does a citation look like?

Different subject disciplines call for citation information to be written in very specific order, capitalization, and punctuation. There are therefore many different style formats. Three popular citation formats are MLA Style (for humanities articles) and APA or Chicago (for social sciences articles).

MLA style (print journal article):  

Whisenant, Warren A. "How Women Have Fared as Interscholastic Athletic Administrators Since the Passage of Title IX." Sex Roles Vol. 49.3 (2003): 179-182.

APA style (print journal article):

Whisenant, W. A. (2003) How Women Have Fared as Interscholastic Athletic Administrators Since the Passage of Title IX. Sex Roles , 49 (3), 179-182.

Chicago style (print journal article):

Whisenant, Warren A. "How Women Have Fared as Interscholastic Athletic Administrators Since the Passage of Title IX." Sex Roles 49, no. 3 (2003): 179-182.

No matter which style you use, all citations require the same basic information:

• Author or Creator
• Container (e.g., Journal or magazine, website, edited book)
• Date of creation or publication
• Publisher 

You are most likely to have easy access to all of your citation information when you find it in the first place. Take note of this information up front, and it will be much easier to cite it effectively later.

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• Faculty Portal

Reference List: Common Reference List Examples

Article (with doi).

Alvarez, E., & Tippins, S. (2019). Socialization agents that Puerto Rican college students use to make financial decisions. Journal of Social Change , 11 (1), 75–85. https://doi.org/10.5590/JOSC.2019.11.1.07

Laplante, J. P., & Nolin, C. (2014). Consultas and socially responsible investing in Guatemala: A case study examining Maya perspectives on the Indigenous right to free, prior, and informed consent. Society & Natural Resources , 27 , 231–248. https://doi.org/10.1080/08941920.2013.861554

Use the DOI number for the source whenever one is available. DOI stands for "digital object identifier," a number specific to the article that can help others locate the source. In APA 7, format the DOI as a web address. Active hyperlinks for DOIs and URLs should be used for documents meant for screen reading. Present these hyperlinks in blue and underlined text (the default formatting in Microsoft Word), although plain black text is also acceptable. Be consistent in your formatting choice for DOIs and URLs throughout your reference list. Also see our Quick Answer FAQ, "Can I use the DOI format provided by library databases?"

Jerrentrup, A., Mueller, T., Glowalla, U., Herder, M., Henrichs, N., Neubauer, A., & Schaefer, J. R. (2018). Teaching medicine with the help of “Dr. House.” PLoS ONE , 13 (3), Article e0193972. https://doi.org/10.1371/journal.pone.0193972

For journal articles that are assigned article numbers rather than page ranges, include the article number in place of the page range.

For more on citing electronic resources, see  Electronic Sources References .

Article (Without DOI)

Found in a common academic research database or in print.

Casler , T. (2020). Improving the graduate nursing experience through support on a social media platform. MEDSURG Nursing , 29 (2), 83–87.

If an article does not have a DOI and you retrieved it from a common academic research database through the university library, there is no need to include any additional electronic retrieval information. The reference list entry looks like the entry for a print copy of the article. (This format differs from APA 6 guidelines that recommended including the URL of a journal's homepage when the DOI was not available.) Note that APA 7 has additional guidance on reference list entries for articles found only in specific databases or archives such as Cochrane Database of Systematic Reviews, UpToDate, ProQuest Dissertations and Theses Global, and university archives. See APA 7, Section 9.30 for more information.

Found on an Open Access Website

Eaton, T. V., & Akers, M. D. (2007). Whistleblowing and good governance. CPA Journal , 77 (6), 66–71. http://archives.cpajournal.com/2007/607/essentials/p58.htm

Provide the direct web address/URL to a journal article found on the open web, often on an open access journal's website. In APA 7, active hyperlinks for DOIs and URLs should be used for documents meant for screen reading. Present these hyperlinks in blue and underlined text (the default formatting in Microsoft Word), although plain black text is also acceptable. Be consistent in your formatting choice for DOIs and URLs throughout your reference list.

Weinstein, J. A. (2010).  Social change  (3rd ed.). Rowman & Littlefield.

If the book has an edition number, include it in parentheses after the title of the book. If the book does not list any edition information, do not include an edition number. The edition number is not italicized.

American Nurses Association. (2015). Nursing: Scope and standards of practice (3rd ed.).

If the author and publisher are the same, only include the author in its regular place and omit the publisher.

Lencioni, P. (2012). The advantage: Why organizational health trumps everything else in business . Jossey-Bass. https://amzn.to/343XPSJ

As a change from APA 6 to APA 7, it is no longer necessary to include the ebook format in the title. However, if you listened to an audiobook and the content differs from the text version (e.g., abridged content) or your discussion highlights elements of the audiobook (e.g., narrator's performance), then note that it is an audiobook in the title element in brackets. For ebooks and online audiobooks, also include the DOI number (if available) or nondatabase URL but leave out the electronic retrieval element if the ebook was found in a common academic research database, as with journal articles. APA 7 allows for the shortening of long DOIs and URLs, as shown in this example. See APA 7, Section 9.36 for more information.

Chapter in an Edited Book

Poe, M. (2017). Reframing race in teaching writing across the curriculum. In F. Condon & V. A. Young (Eds.), Performing antiracist pedagogy in rhetoric, writing, and communication (pp. 87–105). University Press of Colorado.

Include the page numbers of the chapter in parentheses after the book title.

Christensen, L. (2001). For my people: Celebrating community through poetry. In B. Bigelow, B. Harvey, S. Karp, & L. Miller (Eds.), Rethinking our classrooms: Teaching for equity and justice (Vol. 2, pp. 16–17). Rethinking Schools.

Also include the volume number or edition number in the parenthetical information after the book title when relevant.

Freud, S. (1961). The ego and the id. In J. Strachey (Ed.),  The standard edition of the complete psychological works of Sigmund Freud  (Vol. 19, pp. 3-66). Hogarth Press. (Original work published 1923)

When a text has been republished as part of an anthology collection, after the author’s name include the date of the version that was read. At the end of the entry, place the date of the original publication inside parenthesis along with the note “original work published.” For in-text citations of republished work, use both dates in the parenthetical citation, original date first with a slash separating the years, as in this example: Freud (1923/1961). For more information on reprinted or republished works, see APA 7, Sections 9.40-9.41.

Classroom Resources

Citing classroom resources.

If you need to cite content found in your online classroom, use the author (if there is one listed), the year of publication (if available), the title of the document, and the main URL of Walden classrooms. For example, you are citing study notes titled "Health Effects of Exposure to Forest Fires," but you do not know the author's name, your reference entry will look like this:

Health effects of exposure to forest fires [Lecture notes]. (2005). Walden University Canvas. https://waldenu.instructure.com

If you do know the author of the document, your reference will look like this:

Smith, A. (2005). Health effects of exposure to forest fires [PowerPoint slides]. Walden University Canvas. https://waldenu.instructure.com  

A few notes on citing course materials:

• [Lecture notes]
• [Course handout]
• [Study notes]
• It can be difficult to determine authorship of classroom documents. If an author is listed on the document, use that. If the resource is clearly a product of Walden (such as the course-based videos), use Walden University as the author. If you are unsure or if no author is indicated, place the title in the author spot, as above.
• If you cannot determine a date of publication, you can use n.d. (for "no date") in place of the year.

Note:  The web location for Walden course materials is not directly retrievable without a password, and therefore, following APA guidelines, use the main URL for the class sites: https://class.waldenu.edu.

Citing Tempo Classroom Resources

Clear author: 

Smith, A. (2005). Health effects of exposure to forest fires [PowerPoint slides]. Walden University Brightspace. https://mytempo.waldenu.edu

Unclear author:

Health effects of exposure to forest fires [Lecture notes]. (2005). Walden University Brightspace. https://mytempo.waldenu.edu

Conference Sessions and Presentations

Feinman, Y. (2018, July 27). Alternative to proctoring in introductory statistics community college courses [Poster presentation]. Walden University Research Symposium, Minneapolis, MN, United States. https://scholarworks.waldenu.edu/symposium2018/23/

Torgerson, K., Parrill, J., & Haas, A. (2019, April 5-9). Tutoring strategies for online students [Conference session]. The Higher Learning Commission Annual Conference, Chicago, IL, United States. http://onlinewritingcenters.org/scholarship/torgerson-parrill-haas-2019/

Dictionary Entry

Merriam-Webster. (n.d.). Leadership. In Merriam-Webster.com dictionary . Retrieved May 28, 2020, from https://www.merriam-webster.com/dictionary/leadership

When constructing a reference for an entry in a dictionary or other reference work that has no byline (i.e., no named individual authors), use the name of the group—the institution, company, or organization—as author (e.g., Merriam Webster, American Psychological Association, etc.). The name of the entry goes in the title position, followed by "In" and the italicized name of the reference work (e.g., Merriam-Webster.com dictionary , APA dictionary of psychology ). In this instance, APA 7 recommends including a retrieval date as well for this online source since the contents of the page change over time. End the reference entry with the specific URL for the defined word.

Discussion Board Post

Osborne, C. S. (2010, June 29). Re: Environmental responsibility [Discussion post]. Walden University Canvas.  https://waldenu.instructure.com  

Dissertations or Theses

Retrieved From a Database

Nalumango, K. (2019). Perceptions about the asylum-seeking process in the United States after 9/11 (Publication No. 13879844) [Doctoral dissertation, Walden University]. ProQuest Dissertations and Theses.

Retrieved From an Institutional or Personal Website

Evener. J. (2018). Organizational learning in libraries at for-profit colleges and universities [Doctoral dissertation, Walden University]. ScholarWorks. https://scholarworks.waldenu.edu/cgi/viewcontent.cgi?article=6606&context=dissertations

Unpublished Dissertation or Thesis

Kirwan, J. G. (2005). An experimental study of the effects of small-group, face-to-face facilitated dialogues on the development of self-actualization levels: A movement towards fully functional persons [Unpublished doctoral dissertation]. Saybrook Graduate School and Research Center.

For further examples and information, see APA 7, Section 10.6.

Legal Material

For legal references, APA follows the recommendations of The Bluebook: A Uniform System of Citation , so if you have any questions beyond the examples provided in APA, seek out that resource as well.

Court Decisions

Reference format:

Name v. Name, Volume Reporter Page (Court Date). URL

Sample reference entry:

Brown v. Board of Education, 347 U.S. 483 (1954). https://www.oyez.org/cases/1940-1955/347us483

Sample citation:

In Brown v. Board of Education (1954), the Supreme Court ruled racial segregation in schools unconstitutional.

Note: Italicize the case name when it appears in the text of your paper.

Name of Act, Title Source § Section Number (Year). URL

Sample reference entry for a federal statute:

Individuals With Disabilities Education Act, 20 U.S.C. § 1400 et seq. (2004). https://www.congress.gov/108/plaws/publ446/PLAW-108publ446.pdf

Sample reference entry for a state statute:

Minnesota Nurse Practice Act, Minn. Stat. §§ 148.171 et seq. (2019). https://www.revisor.mn.gov/statutes/cite/148.171

Sample citation: Minnesota nurses must maintain current registration in order to practice (Minnesota Nurse Practice Act, 2010).

Note: The § symbol stands for "section." Use §§ for sections (plural). To find this symbol in Microsoft Word, go to "Insert" and click on Symbol." Look in the Latin 1-Supplement subset. Note: U.S.C. stands for "United States Code." Note: The Latin abbreviation " et seq. " means "and what follows" and is used when the act includes the cited section and ones that follow. Note: List the chapter first followed by the section or range of sections.

Unenacted Bills and Resolutions

(Those that did not pass and become law)

Title [if there is one], bill or resolution number, xxx Cong. (year). URL

Sample reference entry for Senate bill:

Anti-Phishing Act, S. 472, 109th Cong. (2005). https://www.congress.gov/bill/109th-congress/senate-bill/472

Sample reference entry for House of Representatives resolution:

Anti-Phishing Act, H.R. 1099, 109th Cong. (2005). https://www.congress.gov/bill/109th-congress/house-bill/1099

The Anti-Phishing Act (2005) proposed up to 5 years prison time for people running Internet scams.

These are the three legal areas you may be most apt to cite in your scholarly work. For more examples and explanation, see APA 7, Chapter 11.

Magazine Article

Clay, R. (2008, June). Science vs. ideology: Psychologists fight back about the misuse of research. Monitor on Psychology , 39 (6). https://www.apa.org/monitor/2008/06/ideology

Note that for citations, include only the year: Clay (2008). For magazine articles retrieved from a common academic research database, leave out the URL. For magazine articles from an online news website that is not an online version of a print magazine, follow the format for a webpage reference list entry.

Newspaper Article (Retrieved Online)

Baker, A. (2014, May 7). Connecticut students show gains in national tests. New York Times . http://www.nytimes.com/2014/05/08/nyregion/national-assessment-of-educational-progress-results-in-Connecticut-and-New-Jersey.html

Include the full date in the format Year, Month Day. Do not include a retrieval date for periodical sources found on websites. Note that for citations, include only the year: Baker (2014). For newspaper articles retrieved from a common academic research database, leave out the URL. For newspaper articles from an online news website that is not an online version of a print newspaper, follow the format for a webpage reference list entry.

Online Video/Webcast

Walden University. (2013).  An overview of learning  [Video]. Walden University Canvas.  https://waldenu.instructure.com  

Use this format for online videos such as Walden videos in classrooms. Most of our classroom videos are produced by Walden University, which will be listed as the author in your reference and citation. Note: Some examples of audiovisual materials in the APA manual show the word “Producer” in parentheses after the producer/author area. In consultation with the editors of the APA manual, we have determined that parenthetical is not necessary for the videos in our courses. The manual itself is unclear on the matter, however, so either approach should be accepted. Note that the speaker in the video does not appear in the reference list entry, but you may want to mention that person in your text. For instance, if you are viewing a video where Tobias Ball is the speaker, you might write the following: Tobias Ball stated that APA guidelines ensure a consistent presentation of information in student papers (Walden University, 2013). For more information on citing the speaker in a video, see our page on Common Citation Errors .

Taylor, R. [taylorphd07]. (2014, February 27). Scales of measurement [Video]. YouTube. https://www.youtube.com/watch?v=PDsMUlexaMY

Walden University Academic Skills Center. (2020, April 15). One-way ANCOVA: Introduction [Video]. YouTube. https://youtu.be/_XnNDQ5CNW8

For videos from streaming sites, use the person or organization who uploaded the video in the author space to ensure retrievability, whether or not that person is the speaker in the video. A username can be provided in square brackets. As a change from APA 6 to APA 7, include the publisher after the title, and do not use "Retrieved from" before the URL. See APA 7, Section 10.12 for more information and examples.

See also reference list entry formats for TED Talks .

Technical and Research Reports

Edwards, C. (2015). Lighting levels for isolated intersections: Leading to safety improvements (Report No. MnDOT 2015-05). Center for Transportation Studies. http://www.cts.umn.edu/Publications/ResearchReports/reportdetail.html?id=2402

Technical and research reports by governmental agencies and other research institutions usually follow a different publication process than scholarly, peer-reviewed journals. However, they present original research and are often useful for research papers. Sometimes, researchers refer to these types of reports as gray literature , and white papers are a type of this literature. See APA 7, Section 10.4 for more information.

Reference list entires for TED Talks follow the usual guidelines for multimedia content found online. There are two common places to find TED talks online, with slightly different reference list entry formats for each.

TED Talk on the TED website

If you find the TED Talk on the TED website, follow the format for an online video on an organizational website:

Owusu-Kesse, K. (2020, June). 5 needs that any COVID-19 response should meet [Video]. TED Conferences. https://www.ted.com/talks/kwame_owusu_kesse_5_needs_that_any_covid_19_response_should_meet

The speaker is the author in the reference list entry if the video is posted on the TED website. For citations, use the speaker's surname.

TED Talk on YouTube

If you find the TED Talk on YouTube or another streaming video website, follow the usual format for streaming video sites:

TED. (2021, February 5). The shadow pandemic of domestic violence during COVID-19 | Kemi DaSilvalbru [Video]. YouTube. https://www.youtube.com/watch?v=PGdID_ICFII

TED is the author in the reference list entry if the video is posted on YouTube since it is the channel on which the video is posted. For citations, use TED as the author.

Walden University Course Catalog

To include the Walden course catalog in your reference list, use this format:

Walden University. (2020). 2019-2020 Walden University catalog . https://catalog.waldenu.edu/index.php

If you cite from a specific portion of the catalog in your paper, indicate the appropriate section and paragraph number in your text:

...which reflects the commitment to social change expressed in Walden University's mission statement (Walden University, 2020, Vision, Mission, and Goals section, para. 2).

And in the reference list:

Walden University. (2020). Vision, mission, and goals. In 2019-2020 Walden University catalog. https://catalog.waldenu.edu/content.php?catoid=172&navoid=59420&hl=vision&returnto=search

Vartan, S. (2018, January 30). Why vacations matter for your health . CNN. https://www.cnn.com/travel/article/why-vacations-matter/index.html

For webpages on the open web, include the author, date, webpage title, organization/site name, and URL. (There is a slight variation for online versions of print newspapers or magazines. For those sources, follow the models in the previous sections of this page.)

American Federation of Teachers. (n.d.). Community schools . http://www.aft.org/issues/schoolreform/commschools/index.cfm

If there is no specified author, then use the organization’s name as the author. In such a case, there is no need to repeat the organization's name after the title.

In APA 7, active hyperlinks for DOIs and URLs should be used for documents meant for screen reading. Present these hyperlinks in blue and underlined text (the default formatting in Microsoft Word), although plain black text is also acceptable. Be consistent in your formatting choice for DOIs and URLs throughout your reference list.

Related Resources

Knowledge Check: Common Reference List Examples

Didn't find what you need? Email us at [email protected] .

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How to Cite a Research Paper in APA

Last Updated: October 19, 2022 Fact Checked

This article was co-authored by wikiHow Staff . Our trained team of editors and researchers validate articles for accuracy and comprehensiveness. wikiHow's Content Management Team carefully monitors the work from our editorial staff to ensure that each article is backed by trusted research and meets our high quality standards. There are 12 references cited in this article, which can be found at the bottom of the page. This article has been fact-checked, ensuring the accuracy of any cited facts and confirming the authority of its sources. This article has been viewed 159,056 times. Learn more...

If you’re citing a research article or paper in APA style, you’ll need to use a specific citation format that varies depending on the source. Assess whether your source is an article or report published in an academic journal or book, or whether it is an unpublished research paper, such as a print-only thesis or dissertation. Either way, your in-text citations will need to include information about the author (if available) and the date when your source was published or written.

Sample Citations

Writing an In-Text Citation

• For example, you may write, “Gardener (2008) notes, ‘There are several factors to consider about lobsters’ (p. 199).”

• For example, you may write, “‘There are several factors to consider about lobsters’ (Gardner, 2008, p. 199).” Or, “The paper claims, ‘The fallen angel trope is common in religious and non-religious texts’ (Meek & Hill, 2015, p.13-14).”
• For articles with 3-5 authors, write out the names of all the authors the first time you cite the source. For example: (Hammett, Wooster, Smith, & Charles, 1928). In subsequent citations, write only the first author’s name, followed by et al.: (Hammett et al., 1928).
• If there are 6 or more authors for the paper, include the last name of the first author listed and then write "et al." to indicate that there are more than 5 authors.
• For example, you may write, "'This is a quote' (Minaj et al., 1997, p. 45)."

• For example, you may write, “‘The risk of cervical cancer in women is rising’ (American Cancer Society, 2012, p. 2).”

• For example, you may write, “‘Shakespeare may have been a woman’ (“Radical English Literature,” 2004, p. 45).” Or, “The paper notes, ‘There is a boom in Virgin Mary imagery’ (“Art History in Italy,” 2011, p. 32).”

• For example, you may write, “‘There are several factors to consider about lobsters’ (Gardner, 2008, p. 199).” Or, “The paper claims, ‘The fallen angel trope is common in religious and non-religious texts’ (“Iconography in Italian Frescos,” 2015, p.13-14).”

• For example, you may write, “‘There are several factors to consider about lobsters’ (Gardner, 2008, p. 199).” Or, “The paper claims, ‘The fallen angel trope is common in religious and non-religious texts’ (“Iconography in Italian Frescos,” 2015, p.145-146).”

• For example, you may write, “‘The effects of food deprivation are long-term’ (Mett, 2005, para. 18).”

Creating a Reference List Citation for a Published Source

• Material on websites is also considered “published,” even if it’s not peer-reviewed or associated with a formal publishing company.
• While academic dissertations or theses that are print-only are considered unpublished, these types of documents are considered published if they’re included in an online database (such as ProQuest) or incorporated into an institutional repository.

• For example, you may write, “Gardner, L. M.” Or, “Meek, P. Q., Kendrick, L. H., & Hill, R. W.”
• If there is no author, you can list the name of the organization that published the research paper. For example, you may write, “American Cancer Society” or “The Reading Room.”
• Formally published documents that don’t list an author or that have a corporate author are typically reports or white papers .

• For example, you may write, “Gardner, L. M. (2008).” Or, “American Cancer Society. (2015).”

• For example, you may write, “Gardner, L. M. (2008). Crustaceans: Research and data.” Or, “American Cancer Society. (2015). Cervical cancer rates in women ages 20-45.”

• For example, for a journal article, you may write, “Gardner, L. M. (2008). Crustaceans: Research and data. Modern Journal of Malacostracan Research, 25, 150-305.”
• For a book chapter, you could write: “Wooster, B. W. (1937). A comparative study of modern Dutch cow creamers. In T. E. Travers (Ed.), A Detailed History of Tea Serviceware (pp. 127-155). London: Wimble Press."

• For example, you may write, “Kotb, M. A., Kamal, A. M., Aldossary, N. M., & Bedewi, M. A. (2019). Effect of vitamin D replacement on depression in multiple sclerosis patients. Multiple Sclerosis and Related Disorders, 29, 111-117. Retrieved from PubMed, https://www.ncbi.nlm.nih.gov/pubmed/30708308.
• If you’re citing a paper or article that was published online but did not come from an academic journal or database, provide information about the author (if known), the date of publication (if available), and the website where you found the article. For example: “Hill, M. (n.d.). Egypt in the Ptolemaic Period. Retrieved from https://www.metmuseum.org/toah/hd/ptol/hd_ptol.htm”

Citing Unpublished Sources in Your Reference List

• Print-only dissertations or theses.
• Articles or book chapters that are in press or have been recently prepared or submitted for publication.
• Papers that have been rejected for publication or were never intended for publication (such as student research papers or unpublished conference papers).

• If the paper is currently being prepared for publication, include the author’s name, the year when the current draft was completed, and the title of the article in italics, followed by “Manuscript in preparation.” For example: Wooster, B. W. (1932). What the well-dressed man is wearing. Manuscript in preparation.
• If the paper has been submitted for publication, format the citation the same way as if it were in preparation, but instead follow the title with “Manuscript submitted for publication.” For example: Wooster, B. W. (1932). What the well-dressed man is wearing. Manuscript submitted for publication.
• If the paper has been accepted for publication but is not yet published, replace the date with “in press.” Do not italicize the paper title, but do include the title of the periodical or book in which it will be published and italicize that. For example: Wooster, B. W. (in press). What the well-dressed man is wearing. Milady’s Boudoir.

• If the paper was written for a conference but never published, your citation should look like this: Riker, W. T. (2019, March). Traditional methods for the preparation of spiny lobe-fish. Paper presented at the 325th Annual Intergalactic Culinary Conference, San Francisco, CA.
• For an unpublished paper written by a student for a class, include details about the institution where the paper was written. For example: Crusher, B. H. (2019). A typology of Cardassian skin diseases. Unpublished manuscript, Department of External Medicine, Starfleet Academy, San Francisco, CA.

• For example, you may write, “Pendlebottom, R. H. (2011). Iconography in Italian Frescos (Unpublished doctoral dissertation). New York University, New York, United States.”

Community Q&A

• If you want certain information to stand out in the research paper, then you can consider using a block quote. Thanks Helpful 0 Not Helpful 0

You Might Also Like

• ↑ https://libraryguides.vu.edu.au/apa-referencing/7JournalArticles
• ↑ https://owl.purdue.edu/owl/research_and_citation/apa_style/apa_formatting_and_style_guide/in_text_citations_author_authors.html
• ↑ https://bowvalleycollege.libguides.com/c.php?g=714519&p=5093747
• ↑ https://guides.libraries.psu.edu/apaquickguide/intext
• ↑ https://owl.purdue.edu/owl/research_and_citation/apa_style/apa_formatting_and_style_guide/in_text_citations_the_basics.html
• ↑ https://libguides.southernct.edu/c.php?g=7125&p=34582#1951239
• ↑ https://owl.purdue.edu/owl/research_and_citation/apa_style/apa_formatting_and_style_guide/reference_list_electronic_sources.html
• ↑ https://owl.purdue.edu/owl/research_and_citation/apa_style/apa_formatting_and_style_guide/reference_list_articles_in_periodicals.html
• ↑ https://owl.purdue.edu/owl/research_and_citation/apa_style/apa_formatting_and_style_guide/reference_list_books.html
• ↑ https://morlingcollege.libguides.com/apareferencing/unpublished-or-informally-published-work
• ↑ https://owl.purdue.edu/owl/research_and_citation/apa_style/apa_formatting_and_style_guide/general_apa_faqs.html
• ↑ https://owl.purdue.edu/owl/research_and_citation/apa_style/apa_formatting_and_style_guide/reference_list_other_print_sources.html

About This Article

To cite a research paper in-text in APA, name the author in the text to introduce the quote and put the publication date for the text in parentheses. At the end of your quote, put the page number in parentheses. If you don’t mention the author in your prose, include them in the citation. Start the citation, which should come at the end of the quote, by listing the author’s last name, the year of publication, and the page number. Make sure to put all of this information in parentheses. If there’s no author, use the name of the organization that published the paper or the first few words from the title. To learn how to cite published and unpublished sources in your reference list, keep reading! Did this summary help you? Yes No

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Writing Research Papers

• What Types of References Are Appropriate?

When writing a research paper, there are many different types of sources that you might consider citing.  Which are appropriate?  Which are less appropriate?  Here we discuss the different types of sources that you may wish to use when working on a research paper.   

Please note that the following represents a general set of recommended guidelines that is not specific to any class and does not represent department policy.  The types of allowable sources may vary by course and instructor.

Highly appropriate: peer-reviewed journal articles

In general, you should primarily cite peer-reviewed journal articles in your research papers.  Peer-reviewed journal articles are research papers that have been accepted for publication after having undergone a rigorous editorial review process.  During that review process, the article was carefully evaluated by at least one journal editor and a group of reviewers (usually scientists that are experts in the field or topic under investigation).  Often the article underwent revisions before it was judged to be satisfactory for publication. 

Most articles submitted to high quality journals are not accepted for publication.  As such, research that is successfully published in a respected peer-reviewed journal is generally regarded as higher quality than research that is not published or is published elsewhere, such as in a book, magazine, or on a website.  However, just because a study was published in a peer-reviewed journal does not mean that it is free from error or that its conclusions are correct.  Accordingly, it is important to critically read and carefully evaluate all sources, including peer-reviewed journal articles.

Tips for finding and using peer-reviewed journal articles:

• Many databases, such as PsycINFO, can be set to only search for peer-reviewed journal articles. Other search engines, such as Google Scholar, typically include both peer-reviewed and not peer-reviewed articles in search results, and thus should be used with greater caution. 
• Even though a peer-reviewed journal article is, by definition, a source that has been carefully vetted through an editorial process, it should still be critically evaluated by the reader. 

Potentially appropriate: books, encyclopedias, and other scholarly works

Another potential source that you might use when writing a research paper is a book, encyclopedia, or an official online source (such as demographic data drawn from a government website).  When relying on such sources, it is important to carefully consider its accuracy and trustworthiness.  For example, books vary in quality; most have not undergone any form of review process other than basic copyediting.  In many cases, a book’s content is little more than the author’s informed or uninformed opinion. 

However, there are books that have been edited prior to publication, as is the case with many reputable encyclopedias; also, many books from academic publishers are comprised of multiple chapters, each written by one or more researchers, with the entire volume carefully reviewed by one or more editors.  In those cases, the book has undergone a form of peer review, albeit often not as rigorous as that for a peer-reviewed journal article.

Tips for using books, encyclopedias, and other scholarly works:

• When using books, encyclopedias, and other scholarly works (that is, works written or produced by researchers, official agencies, or corporations), it is important to very carefully evaluate the quality of that source.
• If the source is an edited volume (in which case in the editor(s) will be listed on the cover), is published by a reputable source (such as Academic Press, MIT Press, and others), or is written by a major expert in the field (such as a researcher with a track record of peer-reviewed journal articles on the subject), then it is more likely to be trustworthy.
• For online encyclopedias such as Wikipedia, an instructor may or may not consider that an acceptable source (by default, don’t assume that a non-peer reviewed source will be considered acceptable). It is best to ask the instructor for clarification. 1

Usually inappropriate: magazines, blogs, and websites  

Most research papers can be written using only peer-reviewed journal articles as sources.  However, for many topics it is possible to find a plethora of sources that have not been peer-reviewed but also discuss the topic.  These may include articles in popular magazines or postings in blogs, forums, and other websites.  In general, although these sources may be well-written and easy to understand, their scientific value is often not as high as that of peer-reviewed articles.  Exceptions include some magazine and newspaper articles that might be cited in a research paper to make a point about public awareness of a given topic, to illustrate beliefs and attitudes about a given topic among journalists, or to refer to a news event that is relevant to a given topic. 

Tips for using magazines, blogs, and websites:

• Avoid such references if possible. You should primarily focus on peer-reviewed journal articles as sources for your research paper.  High quality research papers typically do not rely on non-academic and not peer-reviewed sources.
• Refer to non-academic, not peer-reviewed sources sparingly, and if you do, be sure to carefully evaluate the accuracy and scientific merit of the source.

Downloadable Resources

• How to Write APA Style Research Papers (a comprehensive guide) [ PDF ]
• Tips for Writing APA Style Research Papers (a brief summary) [ PDF ]

Further Resources

How-To Videos     

• Writing Research Paper Videos

Databases and Search Engines (may require connection to UCSD network)

• Google Scholar
• PubMed (NIH/NLM)
• Web of Science  

UCSD Resources on Finding and Evaluating Sources

• UCSD Library Databases A-Z
• UCSD Library Psychology Research Guide: Start Page
• UCSD Library Psychology Research Guide : Finding Articles
• UCSD Library Psychology Research Guide : Evaluating Sources

External Resources

• Critically Reading Journal Articles from PSU/ Colby College
• How to Seriously Read a Journal Article from Science Magazine
• How to Read Journal Articles from Harvard University
• How to Read a Scientific Paper Infographic from Elsevier Publishing
• Tips for searching PsycINFO from UC Berkeley Library
• Tips for using PsycINFO effectively from the APA Student Science Council

1 Wikipedia articles vary in quality; the site has a peer review system and the very best articles ( Featured Articles ), which go through a multi-stage review process, rival those in traditional encyclopedias and are considered the highest quality articles on the site.

Prepared by s. c. pan for ucsd psychology, graphic adapted from  t-x-generic-apply.svg , a public domain creation by the tango desktop project..

Back to top

• Research Paper Structure
• Formatting Research Papers
• Using Databases and Finding References
• Evaluating References and Taking Notes
• Citing References
• Writing a Literature Review
• Writing Process and Revising
• Improving Scientific Writing
• Academic Integrity and Avoiding Plagiarism
• Writing Research Papers Videos

Purdue Online Writing Lab Purdue OWL® College of Liberal Arts

Reference List: Basic Rules

Welcome to the Purdue OWL

This page is brought to you by the OWL at Purdue University. When printing this page, you must include the entire legal notice.

Copyright ©1995-2018 by The Writing Lab & The OWL at Purdue and Purdue University. All rights reserved. This material may not be published, reproduced, broadcast, rewritten, or redistributed without permission. Use of this site constitutes acceptance of our terms and conditions of fair use.

This resourse, revised according to the 7 th  edition APA Publication Manual, offers basic guidelines for formatting the reference list at the end of a standard APA research paper. Most sources follow fairly straightforward rules. However, because sources obtained from academic journals  carry special weight in research writing, these sources are subject to special rules . Thus, this page presents basic guidelines for citing academic journals separate from its "ordinary" basic guidelines. This distinction is made clear below.

Note:  Because the information on this page pertains to virtually all citations, we've highlighted one important difference between APA 6 and APA 7 with an underlined note written in red.  For more information, please consult the   Publication Manual of the American Psychological Association , (7 th  ed.).

Formatting a Reference List

Your reference list should appear at the end of your paper. It provides the information necessary for a reader to locate and retrieve any source you cite in the body of the paper. Each source you cite in the paper must appear in your reference list; likewise, each entry in the reference list must be cited in your text.

Your references should begin on a new page separate from the text of the essay; label this page "References" in bold, centered at the top of the page (do NOT underline or use quotation marks for the title). All text should be double-spaced just like the rest of your essay.

Basic Rules for Most Sources

• All lines after the first line of each entry in your reference list should be indented one-half inch from the left margin. This is called hanging indentation.
• All authors' names should be inverted (i.e., last names should be provided first).
• For example, the reference entry for a source written by Jane Marie Smith would begin with "Smith, J. M."
• If a middle name isn't available, just initialize the author's first name: "Smith, J."
• Give the last name and first/middle initials for all authors of a particular work up to and including 20 authors ( this is a new rule, as APA 6 only required the first six authors ). Separate each author’s initials from the next author in the list with a comma. Use an ampersand (&) before the last author’s name. If there are 21 or more authors, use an ellipsis (but no ampersand) after the 19th author, and then add the final author’s name.
• Reference list entries should be alphabetized by the last name of the first author of each work.
• For multiple articles by the same author, or authors listed in the same order, list the entries in chronological order, from earliest to most recent.
• Note again that the titles of academic journals are subject to special rules. See section below.
• Italicize titles of longer works (e.g., books, edited collections, names of newspapers, and so on).
• Do not italicize, underline, or put quotes around the titles of shorter works such as chapters in books or essays in edited collections.

Basic Rules for Articles in Academic Journals

• Present journal titles in full.
• Italicize journal titles.
• For example, you should use  PhiloSOPHIA  instead of  Philosophia,  or  Past & Present   instead of  Past and Present.
• This distinction is based on the type of source being cited. Academic journal titles have all major words capitalized, while other sources' titles do not.
• Capitalize   the first word of the titles and subtitles of   journal articles , as well as the   first word after a colon or a dash in the title, and   any proper nouns .
• Do not italicize or underline the article title.
• Deep blue: The mysteries of the Marianas Trench.
• Oceanographic Study: A Peer-Reviewed Publication

Please note:  While the APA manual provides examples of how to cite common types of sources, it does not cover all conceivable sources. If you must cite a source that APA does not address, the APA suggests finding an example that is similar to your source and using that format. For more information, see page 282 of the   Publication Manual of the American Psychological Association , 7 th  ed.

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What Is Cite This For Me’s Reference Generator?

Cite This For Me’s open-access generator is an automated citation machine that turns any of your sources into references in just a click. Using a reference generator helps students to integrate referencing into their research and writing routine; turning a time-consuming ordeal into a simple task.

A referencing generator accesses information from across the web, drawing the relevant information into a fully-formatted bibliography that clearly presents all of the sources that have contributed to your work.

If you don’t know how to reference a website correctly, or have a fast-approaching deadline, Cite This For Me’s accurate and intuitive reference generator will lend you the confidence to realise your full academic potential. In order to get a grade that reflects all your hard work, your references must be accurate and complete. Using a citation machine not only saves you time but also ensures that you don’t lose valuable marks on your assignment.

Not sure how to format your citations, what citations are, or just want to find out more about Cite This For Me’s reference generator? This guide outlines everything you need to know to equip yourself with the know-how and confidence to research and cite a wide range of diverse sources in your work.

Why Do I Need To Reference?

Simply put, when another source contributes to your work, you have to give the original owner the appropriate credit. After all, you wouldn’t steal someone else’s possessions so why would you steal their ideas?

Regardless of whether you are referencing a website, an article or a podcast, any factual material or ideas you take from another source must be acknowledged in a citation unless it is common knowledge (e.g. Winston Churchill was English). Failing to credit all of your sources, even when you’ve paraphrased or completely reworded the information, is plagiarism. Plagiarising will result in disciplinary action, which can range from losing precious marks on your assignment to expulsion from your university.

What’s more, attributing your research infuses credibility and authority into your work, both by supporting your own ideas and by demonstrating the breadth of your research. For many students, crediting sources can be a confusing and tedious process, but it’s a surefire way to improve the quality of your work so it’s essential to get it right. Luckily for you, using Cite This For Me’s reference generator makes creating accurate references easier than ever, leaving more time for you to excel in your studies.

In summary, the citing process serves three main functions:

• To validate the statements and conclusions in your work by providing directions to other sound sources that support and verify them.
• To help your readers locate, read and check your sources, as well as establishing their contribution to your work.
• To give credit to the original author and hence avoid committing intellectual property theft (known as ‘plagiarism’ in academia).

How Do I Cite My Sources With The Cite This For Me Referencing Generator?

Cite This For Me’s reference generator is the most accurate citation machine available, so whether you’re not sure how to format in-text references or are looking for a foolproof solution to automate a fully-formatted bibliography, this referencing generator will solve all of your citing needs.

Crediting your source material doesn’t just prevent you from losing valuable marks for plagiarism, it also provides all of the information to help your reader find for themselves the book, article, or other item you are citing. The accessible interface of the reference generator makes it easy for you to identify the source you have used – simply enter its unique identifier into the citation machine search bar. If this information is not available you can search for the title or author instead, and then select from the search results that appear below the reference generator.

Don’t know how to reference a website? The good news is that by using tools such as Cite This For Me’s reference generator, which help you work smarter, you don’t need to limit your research to sources that are traditional to cite. In fact, there are no limits to what you can cite, whether you are referencing a website, a YouTube video or a tweet.

To use the reference generator, simply:

• Select your style from Harvard, APA, OSCOLA and many more*
• Choose the type of source you would like to cite (e.g. website, book, journal, video)
• Enter the URL , DOI , ISBN , title, or other unique source information to find your source
• Click the ‘Cite’ button on the reference generator
• Copy your new citation straight from the referencing generator into your bibliography
• Repeat for each source that has contributed to your work.

*If you require another style for your paper, essay or other academic work, you can select from over 1,000 styles by creating a free Cite This For Me account.

Once you have created your Cite This For Me account you will be able to use the reference generator to create multiple references and save them into a project. Use Cite This For Me’s highly-rated iOS or Android apps to generate references in a flash with your smartphone camera, export your complete bibliography in one go, and much more.

What Will The Reference Generator Create For Me?

Cite This For Me’s reference generator will create your citation in two parts: an in-text citation and a full citation to be copied straight into your work.

The reference generator will auto-generate the correct formatting for your bibliography depending on your chosen style. For instance, if you select a parenthetical style the reference generator will generate an in-text citation in parentheses, along with a full citation to slot into your bibliography. Likewise, if the reference generator is set to a footnote style then it will create a fully-formatted citation for your reference list and bibliography, as well as a corresponding footnote to insert at the bottom of the page containing the relevant source.

Parenthetical style examples:

In-text example: A nation has been defined as an imagined community (Anderson, 2006).* Alternative format: Anderson (2006) defined a nation as an imagined community.

*The reference generator will create your references in the first style, but this should be edited if the author’s name already appears in the text.

Bibliography / Works Cited list example: Anderson, B. (2006). Imagined Communities. London: Verso.

What Are Citation Styles?

A citation style is a set of rules that you, as an academic writer, must follow to ensure the quality and relevance of your work. There are thousands of styles that are used in different academic institutions around the world, but in the UK the most common are Harvard, APA and Oscola.

The style you need to use will depend on the preference of your lecturer, discipline or academic institution – so if you’re unsure which style you should be using, consult your department and follow their guidelines exactly, as this is what you’ll be evaluated on when it comes to marking. You can also find your university’s style by logging into your Cite This For Me account and setting your institution in ‘My Profile’.

Citing isn’t just there to guard against plagiarism – presenting your research in a clear and consistent way eases the reader’s comprehension. Each style has a different set of rules for formatting both the page and your references. Be sure to adhere to formatting rules such as font type, font size and line spacing to ensure that your work is easily legible. Furthermore, if your work is published as part of an anthology or collected works, each entry will need to be presented in the same style to maintain uniformity throughout. It is important to make sure that you don’t jump from one style to another, so follow the rules carefully to ensure your reference list and bibliography are both accurate and complete.

If you need a hand with your citations then why not try Cite This For Me’s reference generator? It’s the quickest and easiest way to cite any source, in any style. The reference generator above will create your citations in the Harvard referencing style as standard, but it can generate fully-formatted references in over 1,000 styles – including university variations of each style. So, whether your lecturer has asked you to adopt APA referencing , or your subject requires you to use OSCOLA referencing , we’re sure to have the style you need. To access all of them, simply go to Cite This For Me’s website to create your free Cite This For Me account and search for your specific style such as MLA or Vancouver .

How Do I Format A Reference List Or Bibliography?

Drawing on a wide range of sources greatly enhances the quality of your work, and reading above and beyond your recommended reading list – and then using these sources to support your own thesis – is an excellent way to impress your reader. A clearly presented reference list or bibliography demonstrates the lengths you have gone to in researching your chosen topic.

Typically, a reference list starts on a new page at the end of the main body of text and includes a complete list of the sources you have actually cited in your paper. This list should contain all the information needed for the reader to locate the original source of the information, quote or statistic that directly contributed to your work. On the other hand, a bibliography is a comprehensive list of all the material you may have consulted throughout your research and writing process. Both provide the necessary information for readers to retrieve and check the sources cited in your work.

Each style’s guidelines will define the terminology of ‘reference list’ and ‘bibliography’, as well as providing formatting guidelines for font, line spacing and page indentations. In addition, it will instruct you on how to order each list – this will usually be either alphabetical or chronological (meaning the order that these sources appear in your work). Before submitting your work, be sure to check that you have formatted your whole paper according to your style’s formatting guidelines.

Sounds complicated? Citing has never been so easy; Cite This For Me’s reference generator will automatically generate fully-formatted citations for your reference list or bibliography in your chosen style. Sign in to your Cite This For Me account to save and export your bibliography.

How Do References Actually Work?

Although the reference generator will create your bibliography for you in record time, it is still useful to understand how this system works behind the scenes. As well as saving you time with its referencing generator, Cite This For Me provides the learning resources to help you fully understand the citing process and the benefits of adopting great citing standards.

The referencing process:

• Find a book, journal, website or other source that will contribute to your work
• Save the quote, image, data or other information that you will use in your work
• Save the source information that enables you to find it again (i.e. URL, ISBN, DOI etc.)
• Format the source information into a citation
• Copy and paste the citation into the body of the text
• Repeat for each source that contributes to your work.
• Export or copy and paste the fully-formatted citation into your bibliography.

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Prediction Models and Clinical Outcomes—A Call for Papers

• 1 Department of Medicine, University of Washington, Seattle
• 2 Deputy Editor, JAMA Network Open
• 3 Epidemiology, Rutgers The State University of New Jersey, New Brunswick
• 4 Statistical Editor, JAMA Network Open
• 5 Department of Biostatistics, Harvard T. H. Chan School of Public Health, Boston, Massachusetts
• 6 Editor, JAMA Network Open

The need to classify disease and predict outcomes is as old as medicine itself. Nearly 50 years ago, the advantage of applying multivariable statistics to these problems became evident. 1 Since then, the increasing availability of databases containing often-complex clinical information from tens or even hundreds of millions of patients, combined with powerful statistical techniques and computing environments, has spawned exponential growth in efforts to create more useful, focused, and accurate prediction models. JAMA Network Open receives dozens of manuscripts weekly that present new or purportedly improved instruments intended to predict a vast array of clinical outcomes. Although we are able to accept only a small fraction of those submitted, we have, nonetheless, published nearly 2000 articles dealing with predictive models over the past 6 years.

The profusion of predictive models has been accompanied by the growing recognition of the necessity for standards to help ensure accuracy of these models. An important milestone was the publication of the Transparent Reporting of a Multivariable Prediction Model for Individual Prognosis or Diagnosis ( TRIPOD ) guidelines nearly a decade ago. 2 TRIPOD is a reporting guideline intended to enable readers to better understand the methods used in published studies but does not prescribe what actual methods should be applied. Since then, while the field has continued to advance and technology improve, many predictive models in widespread use, when critically evaluated, have been found to neither adhere to reporting standards nor perform as well as expected. 3 , 4

There are numerous reasons why performance of models falls short, even when efforts are made to adhere to methodologic standards. Despite the vast amounts of data that are often brought to bear, they may not be appropriate to the task, or they may have been collected and analyzed in ways that are biased. Additionally, that some models fall short may simply reflect the inherent difficulty of predicting relatively uncommon events that occur as a result of complex biological processes occurring within complex clinical environments. Moreover, clinical settings are highly variable, and predictive models typically perform worse outside of the environments in which they were developed. A comprehensive discussion of these issues is beyond the scope of this article, but as physicist Neils Bohr once remarked, “it is very difficult to predict—especially the future.” 5

Although problems with accuracy are well documented, hundreds of predictive models are in regular use in clinical practice and are frequently the basis for critically important decisions. Many such models have been widely adopted without subsequent efforts to confirm that they actually continue to perform as expected. That is not to say that such models are without utility, because even a suboptimal model may perform better than an unaided clinician. Nevertheless, we believe that a fresh examination of selected, well-established predictive models is warranted if not previously done. JAMA Network Open has published articles addressing prediction of relatively common clinical complications, such as recurrent gastrointestinal bleeding. 6 We think there remains considerable opportunity for research in this vein. In particular, we seek studies that examine current performance of commonly applied clinical prediction rules. We are particularly interested in studies using data from a variety of settings and databases as well as studies that simultaneously assess multiple models addressing the same or similar outcomes.

We also remain interested in the derivation of new models that address a clear clinical need. They should utilize data that are commonly collected as part of routine care, or in principle can be readily extracted from electronic health records. We generally require that prediction models be validated with at least 1 other dataset distinct from the development dataset. In practice, this means data from different health systems or different publicly available or commercial datasets. We note that internal validation techniques, such as split samples, hold-out, k -fold, and others, are not designed to overcome the intrinsic differences between data sources and, therefore, are not suited to quantifying performance externally. While the population to which the models apply should be described explicitly, ideally any such models should be applicable to patients from the wide range of races, ethnicities, and backgrounds commonly encountered in clinic practice. Most importantly, we are interested in examples of models that have been evaluated in clinical settings, assessing their feasibility and potential clinical benefit. This includes studies with negative as well as positive outcomes.

Please see the journal’s Instructions for Authors for information on manuscript preparation and submission. 7 This is not a time-limited call for studies on this topic.

Published: April 12, 2024. doi:10.1001/jamanetworkopen.2024.9640

Open Access: This is an open access article distributed under the terms of the CC-BY License . © 2024 Fihn SD et al. JAMA Network Open .

Corresponding Author: Stephan D. Fihn, MD, MPH, Department of Medicine, University of Washington, 325 Ninth Ave, Box 359780, Seattle, WA 98104 ( [email protected] ).

Conflict of Interest Disclosures: Dr Berlin reported receiving consulting fees from Kenvue related to acetaminophen outside the submitted work. No other disclosures were reported.

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Fihn SD , Berlin JA , Haneuse SJPA , Rivara FP. Prediction Models and Clinical Outcomes—A Call for Papers. JAMA Netw Open. 2024;7(4):e249640. doi:10.1001/jamanetworkopen.2024.9640

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APA Formatting and Citation (7th Ed.) | Generator, Template, Examples

Published on November 6, 2020 by Raimo Streefkerk . Revised on January 17, 2024.

The 7th edition of the APA Publication Manual provides guidelines for clear communication , citing sources , and formatting documents. This article focuses on paper formatting.

Generate accurate APA citations with Scribbr

Throughout your paper, you need to apply the following APA format guidelines:

• Set page margins to 1 inch on all sides.
• Double-space all text, including headings.
• Indent the first line of every paragraph 0.5 inches.
• Use an accessible font (e.g., Times New Roman 12pt., Arial 11pt., or Georgia 11pt.).
• Include a page number on every page.

Let an expert format your paper

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Table of contents

How to set up apa format (with template), apa alphabetization guidelines, apa format template [free download], page header, headings and subheadings, reference page, tables and figures, frequently asked questions about apa format.

Prevent plagiarism. Run a free check.

References are ordered alphabetically by the first author’s last name. If the author is unknown, order the reference entry by the first meaningful word of the title (ignoring articles: “the”, “a”, or “an”).

Why set up APA format from scratch if you can download Scribbr’s template for free?

Student papers and professional papers have slightly different guidelines regarding the title page, abstract, and running head. Our template is available in Word and Google Docs format for both versions.

• Student paper: Word | Google Docs
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In an APA Style paper, every page has a page header. For student papers, the page header usually consists of just a page number in the page’s top-right corner. For professional papers intended for publication, it also includes a running head .

A running head is simply the paper’s title in all capital letters. It is left-aligned and can be up to 50 characters in length. Longer titles are abbreviated .

APA headings have five possible levels. Heading level 1 is used for main sections such as “ Methods ” or “ Results ”. Heading levels 2 to 5 are used for subheadings. Each heading level is formatted differently.

Want to know how many heading levels you should use, when to use which heading level, and how to set up heading styles in Word or Google Docs? Then check out our in-depth article on APA headings .

The title page is the first page of an APA Style paper. There are different guidelines for student and professional papers.

Both versions include the paper title and author’s name and affiliation. The student version includes the course number and name, instructor name, and due date of the assignment. The professional version includes an author note and running head .

For more information on writing a striking title, crediting multiple authors (with different affiliations), and writing the author note, check out our in-depth article on the APA title page .

The abstract is a 150–250 word summary of your paper. An abstract is usually required in professional papers, but it’s rare to include one in student papers (except for longer texts like theses and dissertations).

The abstract is placed on a separate page after the title page . At the top of the page, write the section label “Abstract” (bold and centered). The contents of the abstract appear directly under the label. Unlike regular paragraphs, the first line is not indented. Abstracts are usually written as a single paragraph without headings or blank lines.

Directly below the abstract, you may list three to five relevant keywords . On a new line, write the label “Keywords:” (italicized and indented), followed by the keywords in lowercase letters, separated by commas.

APA Style does not provide guidelines for formatting the table of contents . It’s also not a required paper element in either professional or student papers. If your instructor wants you to include a table of contents, it’s best to follow the general guidelines.

Place the table of contents on a separate page between the abstract and introduction. Write the section label “Contents” at the top (bold and centered), press “Enter” once, and list the important headings with corresponding page numbers.

The APA reference page is placed after the main body of your paper but before any appendices . Here you list all sources that you’ve cited in your paper (through APA in-text citations ). APA provides guidelines for formatting the references as well as the page itself.

Creating APA Style references

Play around with the Scribbr Citation Example Generator below to learn about the APA reference format of the most common source types or generate APA citations for free with Scribbr’s APA Citation Generator .

Formatting the reference page

Write the section label “References” at the top of a new page (bold and centered). Place the reference entries directly under the label in alphabetical order.

Finally, apply a hanging indent , meaning the first line of each reference is left-aligned, and all subsequent lines are indented 0.5 inches.

Tables and figures are presented in a similar format. They’re preceded by a number and title and followed by explanatory notes (if necessary).

Use bold styling for the word “Table” or “Figure” and the number, and place the title on a separate line directly below it (in italics and title case). Try to keep tables clean; don’t use any vertical lines, use as few horizontal lines as possible, and keep row and column labels concise.

Keep the design of figures as simple as possible. Include labels and a legend if needed, and only use color when necessary (not to make it look more appealing).

Check out our in-depth article about table and figure notes to learn when to use notes and how to format them.

The easiest way to set up APA format in Word is to download Scribbr’s free APA format template for student papers or professional papers.

Alternatively, you can watch Scribbr’s 5-minute step-by-step tutorial or check out our APA format guide with examples.

APA Style papers should be written in a font that is legible and widely accessible. For example:

• Times New Roman (12pt.)
• Arial (11pt.)
• Calibri (11pt.)
• Georgia (11pt.)

The same font and font size is used throughout the document, including the running head , page numbers, headings , and the reference page . Text in footnotes and figure images may be smaller and use single line spacing.

You need an APA in-text citation and reference entry . Each source type has its own format; for example, a webpage citation is different from a book citation .

Use Scribbr’s free APA Citation Generator to generate flawless citations in seconds or take a look at our APA citation examples .

Yes, page numbers are included on all pages, including the title page , table of contents , and reference page . Page numbers should be right-aligned in the page header.

To insert page numbers in Microsoft Word or Google Docs, click ‘Insert’ and then ‘Page number’.

APA format is widely used by professionals, researchers, and students in the social and behavioral sciences, including fields like education, psychology, and business.

Be sure to check the guidelines of your university or the journal you want to be published in to double-check which style you should be using.

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Streefkerk, R. (2024, January 17). APA Formatting and Citation (7th Ed.) | Generator, Template, Examples. Scribbr. Retrieved April 15, 2024, from https://www.scribbr.com/apa-style/format/

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Computer Science > Computation and Language

Title: realm: reference resolution as language modeling.

Abstract: Reference resolution is an important problem, one that is essential to understand and successfully handle context of different kinds. This context includes both previous turns and context that pertains to non-conversational entities, such as entities on the user's screen or those running in the background. While LLMs have been shown to be extremely powerful for a variety of tasks, their use in reference resolution, particularly for non-conversational entities, remains underutilized. This paper demonstrates how LLMs can be used to create an extremely effective system to resolve references of various types, by showing how reference resolution can be converted into a language modeling problem, despite involving forms of entities like those on screen that are not traditionally conducive to being reduced to a text-only modality. We demonstrate large improvements over an existing system with similar functionality across different types of references, with our smallest model obtaining absolute gains of over 5% for on-screen references. We also benchmark against GPT-3.5 and GPT-4, with our smallest model achieving performance comparable to that of GPT-4, and our larger models substantially outperforming it.

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arXivLabs: experimental projects with community collaborators

arXivLabs is a framework that allows collaborators to develop and share new arXiv features directly on our website.

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Have an idea for a project that will add value for arXiv's community? Learn more about arXivLabs .

This paper is in the following e-collection/theme issue:

Published on 16.4.2024 in Vol 26 (2024)

User-Centered Development of a Patient Decision Aid for Choice of Early Abortion Method: Multi-Cycle Mixed Methods Study

Authors of this article:

Original Paper

• Kate J Wahl 1 , MSc   ; 
• Melissa Brooks 2 , MD   ; 
• Logan Trenaman 3 , PhD   ; 
• Kirsten Desjardins-Lorimer 4 , MD   ; 
• Carolyn M Bell 4 , MD   ; 
• Nazgul Chokmorova 4 , MD   ; 
• Romy Segall 2 , BSc, MD   ; 
• Janelle Syring 4 , MD   ; 
• Aleyah Williams 1 , MPH   ; 
• Linda C Li 5 , PhD   ; 
• Wendy V Norman 4, 6 * , MD, MHSc   ; 
• Sarah Munro 1, 3 * , PhD  

1 Department of Obstetrics and Gynecology, University of British Columbia, Vancouver, BC, Canada

2 Department of Obstetrics and Gynecology, Dalhousie University, Halifax, NS, Canada

3 Department of Health Systems and Population Health, School of Public Health, University of Washington, Seattle, WA, United States

4 Department of Family Practice, University of British Columbia, Vancouver, BC, Canada

5 Department of Physical Therapy, University of British Columbia, Vancouver, BC, Canada

6 Department of Public Health, Environments and Society, Faculty of Public Health and Policy, London School of Hygiene & Tropical Medicine, London, United Kingdom

*these authors contributed equally

Corresponding Author:

Kate J Wahl, MSc

Department of Obstetrics and Gynecology

University of British Columbia

4500 Oak Street

Vancouver, BC, V6H 3N1

Phone: 1 4165231923

Email: [email protected]

Background: People seeking abortion in early pregnancy have the choice between medication and procedural options for care. The choice is preference-sensitive—there is no clinically superior option and the choice depends on what matters most to the individual patient. Patient decision aids (PtDAs) are shared decision-making tools that support people in making informed, values-aligned health care choices.

Objective: We aimed to develop and evaluate the usability of a web-based PtDA for the Canadian context, where abortion care is publicly funded and available without legal restriction.

Methods: We used a systematic, user-centered design approach guided by principles of integrated knowledge translation. We first developed a prototype using available evidence for abortion seekers’ decisional needs and the risks, benefits, and consequences of each option. We then refined the prototype through think-aloud interviews with participants at risk of unintended pregnancy (“patient” participants). Interviews were audio-recorded and documented through field notes. Finally, we conducted a web-based survey of patients and health care professionals involved with abortion care, which included the System Usability Scale. We used content analysis to identify usability issues described in the field notes and open-ended survey questions, and descriptive statistics to summarize participant characteristics and close-ended survey responses.

Results: A total of 61 individuals participated in this study. Further, 11 patients participated in think-aloud interviews. Overall, the response to the PtDA was positive; however, the content analysis identified issues related to the design, language, and information about the process and experience of obtaining abortion care. In response, we adapted the PtDA into an interactive website and revised it to include consistent and plain language, additional information (eg, pain experience narratives), and links to additional resources on how to find an abortion health care professional. In total, 25 patients and 25 health care professionals completed the survey. The mean System Usability Scale score met the threshold for good usability among both patient and health care professional participants. Most participants felt that the PtDA was user-friendly (patients: n=25, 100%; health care professionals: n=22, 88%), was not missing information (patients: n=21, 84%; health care professionals: n=18, 72%), and that it was appropriate for patients to complete the PtDA before a consultation (patients: n=23, 92%; health care professionals: n=23, 92%). Open-ended responses focused on improving usability by reducing the length of the PtDA and making the website more mobile-friendly.

Conclusions: We systematically designed the PtDA to address an unmet need to support informed, values-aligned decision-making about the method of abortion. The design process responded to a need identified by potential users and addressed unique sensitivities related to reproductive health decision-making.

Introduction

In total, 1 in 3 pregnancy-capable people in Canada will have an abortion in their lifetimes, and most will seek care early in pregnancy [ 1 ]. Medication abortion (using the gold-standard mifepristone/misoprostol regimen) and procedural abortion are common, safe, and effective options for abortion care in the first trimester [ 2 , 3 ]. The choice between using medications and presenting to a facility for a procedure is a preference-sensitive decision; there is no clinically superior option and the choice depends on what matters most to the individual patient regarding the respective treatments and the features of those options [ 4 - 6 ].

The choice of method of abortion can involve a process of shared decision-making, in which the patient and health care professional share the best available evidence about options, and the patient is supported to consider those options and clarify an informed preference [ 7 ]. There are many types of interventions available to support shared decision-making, including interventions targeting health care professionals (eg, educational materials, meetings, outreach visits, audit and feedback, and reminders) and patients (eg, patient decision aids [PtDA], appointment preparation packages, empowerment sessions, printed materials, and shared decision-making education) [ 8 ]. Of these interventions, PtDAs are well-suited to address challenges to shared decision-making about the method of abortion, including limited patient knowledge, public misinformation about options, poor access to health care professionals with sufficient expertise, and apprehension about abortion counseling [ 9 ].

PtDAs are widely used interventions that support people in making informed, deliberate health care choices by explicitly describing the health problem and decision, providing information about each option, and clarifying patient values [ 10 ]. The results of the 2023 Cochrane systematic review of 209 randomized controlled trials indicate that, compared to usual care (eg, information pamphlets or webpages), the use of PtDAs results in increases in patient knowledge, expectations of benefits and harms, clarity about what matters most to them, and participation in making a decision [ 11 ]. Of the studies included in the systematic review, 1 tested the effect of a PtDA leaflet for method of abortion and found that patients eligible for both medication and procedural abortion who received the PtDA were more knowledgeable, and had lower risk perceptions and decisional conflict than those who were in the control group [ 12 ]. However, that PtDA was developed 20 years ago in the UK health system and was not publicly available. A recent environmental scan of PtDAs for a method of abortion found that other available options meet few of the criteria set by the International Patient Decision Aid Standards (IPDAS) collaboration and do not include language and content optimized for end users [ 9 , 13 ].

Consequently, no PtDAs for method of abortion were available in Canada at the time of this study. This was a critical gap for both patients and health care professionals as, in 2017, mifepristone/misoprostol medication abortion came to the market, offering a new method of choice for people seeking abortion in the first trimester [ 14 ]. Unlike most jurisdictions, in Canada medication abortion is typically prescribed in primary care and dispensed in community pharmacies. Offering a PtDA in preparation for a brief primary care consultation allows the person seeking abortion more time to digest new information, consider their preferences, be ready to discuss their options, and make a quality decision.

In this context, we identified a need for a high-quality and publicly available PtDA to support people in making an informed choice about the method of abortion that reflects what is most important to them. Concurrently, our team was working in collaboration with knowledge users (health care professionals, patients, and health system decision makers) who were part of a larger project to investigate the implementation of mifepristone in Canada [ 15 , 16 ]. We, therefore, aimed to develop and evaluate the usability of a web-based PtDA for the Canadian context, where abortion care is publicly funded and available without legal restriction.

Study Design

We performed a mixed methods user-centered development and evaluation study informed by principles of integrated knowledge translation. Integrated knowledge translation is an approach to collaborative research in which researchers and knowledge users work together to identify a problem, conduct research as equal partners to address that problem, and coproduce research products that aim to impact health service delivery [ 17 ]. We selected this approach to increase the likelihood that our end PtDAs would be relevant, useable, and used for patients and health care professionals in Canada [ 17 ]. The need for a PtDA was identified through engagement with health care professionals. In 2017, they highlighted the need for patients to be supported in choosing between procedural care—which historically represented more than 90% of abortions in Canada [ 18 ]—and the newly available medication option [ 19 , 20 ]. This need was reaffirmed in 2022 by the Canadian federal health agency, Health Canada, which circulated a request for proposals to generate “evidence-based, culturally-relevant information aimed at supporting people in their reproductive decision-making and in accessing abortion services as needed” [ 21 ].

We operationalized integrated knowledge translation principles in a user-centered design process. User-centered design “grounds the characteristics of an innovation in information about the individuals who use that innovation, with a goal of maximizing ‘usability in context’” [ 22 ]. In PtDA development, user-centered design involves iteratively understanding users, developing and refining a prototype, and observing user interaction with the prototype [ 23 , 24 ]. Like integrated knowledge translation, this approach is predicated on the assumption that involving users throughout the process increases the relevance of the PtDA and the likelihood of successful implementation [ 24 ].

Our design process included the following steps ( Figure 1 ): identification of evidence about abortion patients’ decisional needs and the attributes of medication and procedural abortion that matter most from a patient perspective; development of a paper-based prototype; usability testing via think-aloud interviews with potential end users; refinement of the PtDA prototype into an interactive website; usability testing via a survey with potential end users and abortion health care professionals; and final revisions before launching the PtDA for real-world testing. Our systematic process was informed by user-centered methods for PtDA development [ 23 , 24 ], guidance from the IPDAS collaboration [ 25 - 27 ], and the Standards for Universal Reporting of Patient Decision Aid Evaluation checklist [ 10 ].

Our multidisciplinary team included experts in shared decision-making (SM and LT), a PhD student in patient-oriented knowledge translation (KJW), experts in integrated knowledge translation with health care professionals and policy makers (WVN and SM), clinical experts in abortion counseling and care (WVN and MB), a medical undergraduate student (RS), a research project coordinator (AW), and family medicine residents (KD-L, CMB, NC, and JS) who had an interest in abortion care. Additionally, a panel of experts external to the development process reviewed the PtDA for clinical accuracy following each revision of the prototype. These experts included coauthors of the national Society for Obstetricians and Gynaecologists of Canada (SOGC) clinical practice guidelines for abortion care in Canada. They were invited to this project because of their knowledge of first-trimester abortion care as well as their ability to support the implementation of the PtDA in guidelines and routine clinical practice.

Ethical Considerations

The research was approved by the University of British Columbia Children’s and Women’s Research Ethics Board (H16-01006) and the Nova Scotia Health Research Ethics Board (1027637). In each round of testing, participants received a CAD $20 (US $14.75) Amazon gift card by email for their participation.

Preliminary Work: Identification of Evidence

We identified the decisional needs of people seeking early abortion care using a 2018 systematic review of reasons for choosing an abortion method [ 28 ], an additional search that identified 1 study conducted in Canada following the 2017 availability of mifepristone/misoprostol medication abortion [ 29 ], and the SOGC clinical practice guidelines [ 2 , 3 ]. The review identified several key factors that matter most for patient choice of early abortion method: perceived simplicity and “naturalness,” fear of complication or bleeding , fear of anesthesia or surgery , timing of the procedure , and chance of sedation . The additional Canadian study found that the time required to complete the abortion and side effects were important factors. According to the SOGC clinical practice guidelines, the key information that should be communicated to the patient are gestational age limits and the risk of complications with increasing gestational age [ 2 , 3 ]. The guidelines also indicate that wait times , travel times , and cost considerations may be important in a person’s choice of abortion method and should be addressed [ 2 , 3 ].

We compiled a long list of attributes for our expert panel and then consolidated and refined the attribute list through each stage of the prototype evaluation. For evidence of how these factors differed for medication and procedural abortion, we drew primarily from the SOGC clinical practice guidelines for abortion [ 2 , 3 ]. For cost considerations, we described the range of federal, provincial, and population-specific programs that provide free coverage of abortion care for people in Canada.

Step 1: Developing the Prototype

Our goal was to produce an interactive, web-based PtDA that would be widely accessible to people seeking an abortion in Canada by leveraging the widespread use of digital health information, especially among reproductive-aged people [ 30 ]. Our first prototype was based on a previously identified paper-based question-and-answer comparison grid that presented evidence-based information about the medication and procedural options [ 9 , 31 ]. We calculated readability by inputting the plain text of the paper-based prototype into a Simple Measure of Gobbledygook (SMOG) Index calculator [ 32 ].

We made 2 intentional deviations from common practices in PtDA development [ 33 ]. First, we did not include an “opt-out” or “do nothing” option, which would describe the natural course of pregnancy. We chose to exclude this option to ensure clarity for users regarding the decision point; specifically, our decision point of interest was the method of abortion, not the choice to terminate or continue a pregnancy. Second, we characterized attributes of the options as key points rather than positive and negative features to avoid imposing value judgments onto subjective features (eg, having the abortion take place at home may be beneficial for some people but may be a deterrent for others).

Step 2: Usability Testing of the Prototype

We first conducted usability testing involving think-aloud interviews with patient participants to assess the paper-based prototype. Inclusion criteria included people aged 18-49 years assigned-female-at-birth who resided in Canada and could speak and read English. In January 2020, we recruited participants for the first round of think-aloud interviews [ 34 ] via email and poster advertising circulated to (1) a network of parent research advisors who were convened to guide a broader program of research about pregnancy and childbirth in British Columbia, Canada, and (2) a clinic providing surgical abortion care in Nova Scotia, Canada, as well as snowball sampling with participants. We purposively sought to advertise this study with these populations to ensure variation in age, ethnicity, level of education, parity, and abortion experience. Interested individuals reviewed this study information form and provided consent to participate, before scheduling an interview. The interviewer asked participants to think aloud as they navigated the prototype, for example describing what they liked or disliked, missing information, or lack of clarity. The interviewer noted the participant’s feedback on a copy of the prototype during the interview. Finally, the participant responded to questions adapted from the System Usability Scale [ 35 ], a measure designed to collect subjective ratings of a product’s usability, and completed a brief demographic questionnaire. The interviews were conducted via videoconferencing and were audio recorded. We deidentified the qualitative data and assigned each participant a unique identifier. Then, the interviewer listened to the recording and revised their field notes with additional information including relevant quotes.

For the analysis of think-aloud interviews, we used inductive content analysis to describe the usability and acceptability of different elements of the PtDA [ 36 ]. Further, 3 family medicine residents (KD-L, CMB, and NC) under guidance from a senior coauthor (SM) completed open coding to develop a list of initial categories, which we grouped under higher-order headings. We then organized these results in a table to illustrate usability issues (categories), illustrative participant quotes, and modifications to make. We then used the results of interviews to adapt the prototype into a web-based format, which we tested via further think-aloud interviews and a survey with people capable of becoming pregnant and health care professionals involved with abortion care.

Step 3: Usability Testing of the Website

For the web-based format, we used DecideApp PtDA open-source software, which provides a sustainable solution to the problems of low quality and high maintenance costs faced by web-based PtDAs by allowing developers to host, maintain, and update their tools at no cost. This software has been user-tested and can be accessed by phone, tablet, or computer [ 37 , 38 ]. It organizes a PtDA into 6 sections: Introduction, About Me, My Values, My Choice, Review, and Next Steps. In the My Values section, an interactive values clarification exercise allows users to rank and make trade-offs between attributes of the options. The final pages provide an opportunity for users to make a choice, complete a knowledge self-assessment, and consider the next steps to access their chosen method.

From July to August 2020, we recruited patient and health care professional participants using Twitter and the email list of the Canadian Abortion Providers Support platform, respectively. Participants received an email with a link to the PtDA and were redirected to the survey once they had navigated through the PtDA. As above, inclusion criteria included people aged 18-49 years assigned as female-at-birth who resided in Canada. Among health care professionals, we included eligible prescribers who may not have previously engaged in abortion care (family physicians, residents, nurse practitioners, and midwives), and allied health professionals and stakeholders who provide or support abortion care, who practiced in Canada. All participants had to speak and read English.

The survey included 3 sections: usability, implementation, and participant characteristics. The usability section consisted of the System Usability Scale [ 35 ], and purpose-built questions about what participants liked and disliked about the PtDA. The implementation section included open- and close-ended questions about how the PtDA compares to other resources and when it could be implemented in the care pathway. Patient participants also completed the Control Preference Scale, a validated measure used to determine their preferred role in decision-making (active, collaborative, or passive) [ 39 ]. Data on participant characteristics included gender, abortion experience (patient participants), and abortion practice (health care professional participants). We deidentified the qualitative data and assigned each participant a unique identifier. For the analysis of survey data, we characterized close-ended responses using descriptive statistics, and, following the analysis procedures described in Step 2 in the Methods section, used inductive content analysis of open-ended responses to generate categories associated with usability and implementation [ 36 ]. In 2021, we made minor revisions to the website based on the results of usability testing and published the PtDA for use in routine clinical care.

In the following sections, we outline the results of the development process including the results of the think-aloud interviews and survey, as well as the final decision aid prototype.

Our initial prototype, a paper-based question-and-answer comparison grid, presented evidence-based information comparing medication and procedural abortion. The first version of the prototype also included a second medication abortion regimen involving off-label use of methotrexate, however, we removed this option following a review by the clinical expert panel who advised us that there is very infrequent use of this regimen in Canada in comparison to the gold standard medication abortion option, mifepristone. Other changes at this stage involved clarifying the scope of practice (health care professionals other than gynecologists can perform a procedural abortion), abortion practice (gestational age limit and how the medication is taken), the abortion experience (what to expect in terms of bleeding), and risk (removing information about second- and third-trimester abortion). The updated prototype was finalized by a scientist (SM) and trainee (KJW) with expertise in PtDA development. The prototype (see Multimedia Appendix 1 ) was ultimately 4 pages long and described 18 attributes of each option framed as Frequently Asked Questions, including abortion eligibility (How far along in pregnancy can I be?), duration (How long does it take?), and side effects (How much will I bleed?). The SMOG grade level was 8.4.

Participant Characteristics

We included 11 participants in think-aloud interviews between January and July 2020, including 7 recruited through a parent research advisory network and 4 individuals who had recently attended an abortion clinic. The mean interview duration was 36 minutes (SD 6 minutes). The participants ranged in age from 31 to 37 years. All had been pregnant and 8 out of 11 (73%) participants had a personal experience of abortion (4 participants who had recently attended an abortion clinic and 4 participants from the parent research advisory who disclosed their experience during the interview). The characteristics of the sample are reported in Table 1 .

Overall, participants had a positive view of the paper-based, comparison grid PtDA. In total, 1 participant who had recently sought an abortion said, “I think this is great and super helpful. It would’ve been awesome to have had access to this right away … I don’t think there’s really anything missing from here that I was Googling about” (DA010). The only participant who expressed antichoice views indicated that the PtDA would be helpful to someone seeking to terminate a pregnancy (DA001). Another participant said, “[The PtDA] is not biased, it’s not like you’re going to die. It’s a fact, you know the facts and then you decide whether you want it or not. A lot of people feel it’s so shameful and judgmental, but this is very straightforward. I like it.” (DA002). Several participants stated they felt more informed and knowledgeable about the options.

In response to questions adapted from the System Usability Scale, all 11 participants agreed that the PtDA was easy to use, that most people could learn to use it quickly, and that they felt very confident using the prototype, and disagreed that it was awkward to use. In total, 8 (73%) participants agreed with the statement that the components of the PtDA were well-integrated. A majority of participants disagreed with the statements that the website was unnecessarily complex (n=8, 73%), that they would need the support of an expert to use it (n=8, 73%), that it was too inconsistent (n=9, 82%), and that they would need to learn a lot before using it (n=8, 73%). Further, 2 (18%) participants agreed with the statements that the PtDA was unnecessarily complex and that they would need to learn a lot before using it. Furthermore, 1 (9%) participant agreed with the statement that the PtDA was too inconsistent.

Through inductive analysis of think-aloud interviews, we identified 4 key usability categories: design, language, process, and experience.

Participants liked the side-by-side comparison layout, appreciated the summary of key points to remember, and said that overall, the presented information was clear. For example, 1 participant reflected, “I think it’s very clear ... it’s very simplistic, people will understand the left-hand column is for medical abortion and the right-hand column is for surgical.” (DA005) Some participants raised concerns about the aesthetics of the PtDA, difficulties recalling the headers across multiple pages, and the overall length of the PtDA.

Participants sought to clarify language at several points in the PtDA. Common feedback was that the gestational age limit for the medication and the procedure should be clarified. Participants also pointed out inconsistent use of language (eg, doctor and health care professional) and medical jargon.

Several participants were surprised to learn that family doctors could provide abortion care. Others noted that information about the duration—including travel time—and number of appointments for both medication and procedural abortion could be improved. In addition to clarifying the abortion process, several participants suggested including additional information and resources to help identify an abortion health care professional, understand when to seek help for abortion-related complications, and access emotional support. It was also important to participants that financial impacts (eg, hospital parking and menstrual pads) were included for each option.

Participants provided insight into the description of the physical, psychological, and other consequences associated with the abortion medication and procedure. Participants who had both types of abortion care felt that the description of pain that “may be worse than a period” was inaccurate. Other participants indicated that information about perceived and real risks was distressing or felt out of place, such as correcting myths about future fertility or breast cancer. Some participants indicated that patient stories would be valuable saying, for example, “I think what might be nice to help with the decision-making process is reading stories of people’s experiences” (DA006).

Modifications Made

Changes made based on these findings are described in Table 2 . Key user-centered modifications included transitioning to a web-based format with a consistent color scheme, clarifying who the PtDA is for (for typical pregnancies up to 10 weeks), adding information about telemedicine to reflect guidelines for the provision of abortion during pandemics, and developing brief first-person qualitative descriptions of the pain intensity for each option.

Through analysis of the interviews and consultation with our panel of clinical experts, we also identified that, among the 18 initial attributes in our prototype, 7 had the most relative importance to patients in choosing between medication and procedural abortion. These attributes also represented important differences between each option which forced participants to consider the trade-offs they were willing to make. Thus we moved all other potential attributes into an information section (My Options) that supported the user to gain knowledge before clarifying what mattered most to them by considering the differences between options (My Values).

a PtDA: patient decision aid.

b SOGC: Society of Obstetricians and Gynaecologists of Canada.

Description of the PtDA

As shown in Figure 2 , the revised version of the PtDA resulting from our systematic process is an interactive website. Initially, the title was My Body, My Choice ; however, this was changed to avoid association with antivaccine campaigns that co-opted this reproductive rights slogan. The new title, It’s My Choice or C’est Mon Choix , was selected for its easy use in English and French. The PtDA leads the user through 6 sections:

• The Introduction section provides the user with information about the decision and the PtDA, as well as grids comparing positive and negative features of the abortion pill and procedure, including their chance of benefits (eg, effectiveness), harms (eg, complications), and other relevant factors (eg, number of appointments and cost).
• The About Me section asks the user to identify any contraindications to the methods. It then prompts users to consider their privacy needs and gives examples of how this relates to each option (eg, the abortion pill can be explained to others as a miscarriage; procedural care can be completed quickly).
• The My Values section includes a values clarification exercise, in which the user selects and weights (on a 0-100 scale) the relative importance of at least three of 7 decisional attributes: avoiding pain, avoiding bleeding, having the abortion at home, having an experience that feels like a miscarriage, having fewer appointments, less time off for recovery, and having a companion during the abortion.
• The My Choice section highlights 1 option, based on the attribute weights the user assigned in the My Values section. For instance, if a user strongly preferred to avoid bleeding and have fewer appointments, the software would suggest that a procedural abortion would be a better match. For a user who preferred having the abortion at home and having a companion present, the software would suggest that a medication abortion would be a better match. The user selects the option they prefer.
• The Review section asks the user to complete the 4-item SURE (Sure of Myself, Understand Information, Risk-Benefit Ratio, Encouragement) screening test [ 41 ], and advises them to talk with an expert if they answer “no” to any of the questions. This section also includes information phone lines to ensure that users can seek confidential, accurate, and nonjudgmental support.
• Lastly, in the Next Steps section, users see a summary of their choice and the features that matter most to them, instructions for how to save the results, keep the results private, and find an abortion health care professional. Each section of the PtDA includes a “Leave” button in case users need to navigate away from the website quickly.

We calculated readability by inputting the plain text of the web-based PtDA into a SMOG Index calculator [ 32 ], which assessed the reading level of the web-based PtDA as grade 9.2.

To ensure users’ trust in the information as accurate and unbiased we provided a data declaration on the landing page: “the clinical information presented in this decision aid comes from Society of Obstetricians and Gynaecologists best practice guidelines.” On the landing page, we also specify “This website was developed by researchers at the University of British Columbia and Dalhousie University. This tool is not supported or connected to any pharmaceutical company.”

A total of 50 participants, including 25 patients and 25 health care professionals, reviewed the PtDA website and completed the survey between January and March 2021. The majority of patient (n=23, 92%) and health care professional (n=23, 92%) participants identified as cisgender women. Among patient participants, 16% (n=4) reported one or more previous abortions in various clinical settings. More than half (n=16, 64%) of health care professionals offered care in private medical offices, with other locations including sexual health clinics, community health centers, and youth clinics. Many health care professionals were family physicians (n=11, 44%), and other common types were nurse practitioners (n=7, 28%) and midwives (n=3, 12%). The mean proportion of the clinical practice of each health care professional devoted to abortion care was 18% (SD 13%). Most health care professional respondents (n=18, 72%) were involved with the provision of medication, but not procedural, abortion care. The characteristics of patient and health care professional participants are reported in Table 3 .

a In total, 4 participants reported a history of abortion care, representing 6 abortion procedures.

b Not available.

The mean System Usability Score met the threshold for good usability among both patient (mean 85.7, SD 8.6) and health care professional (mean 80, SD 12) participants, although some health care professionals agreed with the statement, “I found the website to be unnecessarily complex,” (see Multimedia Appendix 3 for the full distribution of responses from patient and health care professionals). All 25 patients and 22 out of 25 (88%) health care professional respondents indicated that the user-friendliness of the PtDA was good or the best imaginable. When asked what they liked most about the PtDA, both participant groups described the ease of use, comparison of options, and the explicit values clarification exercise. When asked what they liked least about the PtDA, several health care professionals and some patients pointed out that it was difficult to use on a cell phone. A summary of usability results is presented in Table 4 .

In total, 21 (84%) patients and 18 (72%) health care professionals felt that the PtDA was not missing any information needed to decide about the method of abortion in early pregnancy. While acknowledging that it is “hard to balance being easy to read/understand while including enough accurate clinical information,” several health care professionals and some patients indicated that the PtDA was too long and repetitive. Among the 4 (16%) patient participants who felt information was missing, the most common suggestion was a tool for locating an abortion health care professional. The 7 (28%) health care professionals who felt information was missing primarily made suggestions about the medical information included in the PtDA (eg, listing midwives as health care professionals with abortion care in scope of practice and the appropriateness of gender-inclusive terminology) and the accessibility of information for various language and cultural groups.

a Not available.

Implementation

Participants viewed the PtDA as a positive addition to current resources. Patients with a history of abortion care described looking for the information on the internet and speaking with friends, family members, and health care professionals. Compared with these sources of information, many patients liked the credibility and anonymity of the PtDA, whereas some disliked that it was less personal than a conversation. Further, 18 (72%) health care professional participants said that the PtDA would add to or replace the resources they currently use in practice. Compared with these other resources, health care professionals liked that the PtDA could be explored by patients independently and that it would support them in thinking about the option that was best for them. The disadvantages of the PtDA compared with existing resources were the length—which health care professionals felt would make it difficult to use in a clinical interaction—and the lack of localized information. In total, 23 each (92%) of patient and health care professional participants felt that they would use the PtDA before a consultation.

Principal Results

We designed a web-based, interactive PtDA for the choice of method of abortion in early pregnancy [ 42 ], taking a user-centered approach that involved usability testing with 36 patients and 25 health care professionals. Both patient and health care professional participants indicated that the PtDA had good usability and would be a valuable resource for decision-making. This PtDA fills a critical need to support the autonomy of patients and shared decision-making with their health care professional related to the preference-sensitive choice of method of abortion.

Comparison With Prior Work

A 2017 systematic review and environmental scan found that existing PtDAs for the method of abortion are of suboptimal quality [ 9 ]. Of the 50 PtDAs identified, all but one were created without expertise in decision aid design (eg, abortion services, reproductive health organizations, and consumer health information organizations); however, the development process for this UK-based pamphlet-style PtDA was not reported. The remaining PtDAs were noninteractive websites, smartphone apps, and PDFs that were not tested with users. The authors found that the information about methods of abortion was presented in a disorganized, inconsistent, and unequal way. Subsequent work has found that existing PtDAs emphasize medical (versus social, emotional, and practical) attributes, do not include values clarification, and can be biased to persuade users of a certain method [ 13 ].

To address some of the challenges identified in the literature, we systematically structured and designed elements of the PtDA following newly proposed IPDAS criteria (eg, showing positive and negative features with equal detail) [ 33 ]. We included an explicit values-clarification exercise, which a recent meta-analysis found to decrease decisional conflict and values-incongruent choices [ 43 ].

We based the decision aid on comprehensive and up-to-date scientific evidence related to the effectiveness and safety of medication abortion and procedural abortion; however, less evidence was available for nonmedical attributes. For example, many existing PtDAs incorrectly frame privacy as a “factual advantage” of medication abortion [ 13 ]. To address this, we included privacy in the About Me section as something that means “different things to different people.” Similarly, evidence suggests that patients who do not feel appropriately informed about the pain associated with their method of abortion are less satisfied with their choice [ 44 , 45 ]; and the degree of pain experienced varies across options and among individuals. Following the suggestion of patient participants to include stories and recognizing that evidence for the inclusion of narratives in PtDAs is emerging [ 46 ], we elected to develop brief first-person qualitative descriptions of the pain experience. The inclusion of narratives in PtDAs may be effective in supporting patients to avoid surprise and regret, to minimize affective forecasting errors, and to “visualize” their health condition or treatment experience [ 46 ]. Guided by the narrative immersion model, our goal was to provide a “real-world preview” of the pain experience [ 47 ].

In addition to integrating user perspectives on the optimal tone, content, and format of the PtDA, user testing provided evidence to inform the future implementation of the PtDA. A clear barrier to the completion of the PtDA during the clinical encounter from the health care professional perspective was its length, supporting the finding of a recent rapid realist review, which theorized that health care professionals are less likely to use long or otherwise complex PtDAs that are difficult to integrate into routine practice [ 48 ]. However, 46 out of 50 (92%) participants endorsed the use of the PtDA by the patient alone before the initial consultation, which was aligned with the patient participant’s preference to take an active role in making the final decision about their method of abortion as well as the best practice of early, pre-encounter distribution of PtDAs [ 48 ].

A unique feature of this PtDA was that it resulted from a broader program of integrated knowledge translation designed to support access to medication abortion once mifepristone became available in Canada in 2017. Guided by the principle that including knowledge users in research yields results that are more relevant and useful [ 49 ], we developed the PtDA in response to a knowledge user need, involved health care professional users as partners in our research process, including as coauthors, and integrated feedback from the expert panel. This parallels a theory of PtDA implementation that proposes that early involvement of health care professionals in PtDA development “creates a sense of ownership, increases buy-in, helps to legitimize content, and ensures the PtDA (content and delivery) is consistent with current practice” thereby increasing the likelihood of PtDA integration into routine clinical settings [ 48 ].

Viewed through an integrated knowledge translation lens, our findings point toward future areas of work to support access to abortion in Canada. Several patient participants indicated a need for tools to identify health care professionals who offer abortion care. Some shared that their primary health care professionals did not offer medication abortion despite it being within their scope of practice, and instead referred them to an abortion clinic for methods of counseling and care. We addressed this challenge in the PtDA by including links to available resources, such as confidential phone lines that link patients to health care professionals in their region. On the website we also indicated that patient users could ask their primary care providers whether they provide abortion care; however, we acknowledge that this may place the patient in a vulnerable position if their health care professional is uncomfortable with, or unable to, provide this service for any reason. Future work should investigate opportunities to shorten the pathway to this time-sensitive care, including how to support patients who use the decision aid to act on their informed preference for the method of abortion. This work may involve developing a tool for patients to talk to their primary care provider about prescribing medication abortion.

Strengths and Limitations

Several factors affect the interpretation of our work. Although potential patient users participated in the iterative development process, the patient perspective was not represented in a formal advisory panel in the same way that the health care professional experts were. Participant characteristics collected for the think-aloud interviews demonstrated that our patient sample did not include people with lower education attainment, for whom the grade level and length of the PtDA could present a barrier [ 50 ]. Any transfer of the PtDA to jurisdictions outside Canada must consider how legal, regulatory, and other contextual factors affect the choice of the method of abortion. Since this study was completed, we have explored additional strategies to address these concerns, including additional user testing with people from equity-deserving groups, drop-down menus to adjust the level of detail, further plain language editing, and videos illustrating core content. Since the focus of this study was usability, we did not assess PtDA effectiveness, including impact on knowledge, decisional conflict, choice predisposition and decision, or concordance; however, a randomized controlled trial currently underway will measure the impact of the PtDA on these outcomes in a clinical setting. Finally, our integrated knowledge translation approach added to the robustness of our study by ensuring that health care professionals and patients were equal partners in the research process. One impact of this partnered approach is that our team has received funding support from Health Canada to implement the website on a national scale for people across Canada considering their abortion options [ 51 ].

Conclusions

The PtDA provides people choosing a method of early abortion and their health care professionals with a resource to understand methods of abortion available in the Canadian context and support to make a values-aligned choice. We designed the PtDA using a systematic approach that included both patient and health care professional participants to help ensure its relevance and usability. Our future work will seek to evaluate the implementation of the PtDA in clinical settings, create alternate formats to enhance accessibility, and develop a sustainable update policy. We will also continue to advance access to abortion care in Canada with our broader integrated knowledge translation program of research.

Acknowledgments

The authors thank the participants for contributing their time and expertise to the design of this tool. Family medicine residents CMB, NC, KD-L, and JS were supported by Sue Harris grants, Department of Family Practice, University of British Columbia. KJW was supported by the Vanier Scholar Award (2020-23). SM was supported by a Michael Smith Health Research BC Scholar Award (18270). WVN was supported by a Canadian Institutes of Health Research and Public Health Agency of Canada Chair in Applied Public Health Research (2014-2024, CPP-329455-107837). All grants underwent external peer review for scientific quality. The funders played no role in the design of this study, data collection, analysis, interpretation, or preparation of this paper.

Data Availability

Our ethics approval has specified the primary data is not available.

Authors' Contributions

KJW, SM, and MB conceived of and designed this study. CMB, NC, and KD-L led interview data collection, analysis, and interpretation with input from SM. RS and JS led survey data collection, analysis, and interpretation with input from SM and MB. AW, LCL, and WVN contributed to the synthesis and interpretation of results. KJW, SM, and LT wrote the first draft of this paper, and all authors contributed to this paper’s revisions and approved the final version.

Conflicts of Interest

None declared.

Patient decision aid prototype.

Raw data for pain narratives.

Full distribution of System Usability Scale scores for patients and providers.

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Abbreviations

Edited by T Leung; submitted 07.05.23; peer-reviewed by G Sebastian, R French, B Zikmund-Fisher; comments to author 11.01.24; revised version received 23.02.24; accepted 25.02.24; published 16.04.24.

©Kate J Wahl, Melissa Brooks, Logan Trenaman, Kirsten Desjardins-Lorimer, Carolyn M Bell, Nazgul Chokmorova, Romy Segall, Janelle Syring, Aleyah Williams, Linda C Li, Wendy V Norman, Sarah Munro. Originally published in the Journal of Medical Internet Research (https://www.jmir.org), 16.04.2024.

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